Broker Check

Connecting the dots to help protect and grow both your business and personal balance sheets.

The art of building a successful business is a unique alchemy of entrepreneurial vision, planning and process. Combined with the right team, success has no limits. Most business owners have an inner circle of trusted business advisors – lawyers, accountants, investment consultants – and most are very good at what they do based on their individual areas of expertise.

But good advice given in a silo may not ensure that both your personal and business financial goals are met. FFG works with you and your advisors to provide a holistic planning approach that helps ensure that your business is positioned to bring you and your loved ones the best possible financial outcome.

Business Solutions

<strong>401 (k) Fiduciary Consulting</strong>

401 (k) Fiduciary Consulting

Your 401K could be yielding more for your employees at less expense to you. Find inefficiencies in your plan through a benchmarking study by one of our Accredited Investment Fiduciaries.®

<strong>Health Benefits Solutions</strong>

Health Benefits Solutions

With a well-defined process built over years of experience, we work alongside employers and focus on the following areas within the employer-sponsored offerings:

Identify current risk within the plan or products
Understand risk and ways to reduce it
Manage current risk within the population and benefits compliance
Mitigate future risk by identifying eventual or avoidable categories and implementing the proper risk transfer strategies

<strong>Estate Planning Strategies</strong>

Estate Planning Strategies

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

<strong>Risk Mitigation</strong>

Risk Mitigation

Position your business to bring you and
your family the best possible outcome -
no matter what happens.

<strong>Management &#38;</strong><br/><strong>Key Person Retention</strong>

Management &
Key Person Retention

Keep management and key team members
happy and in place throughout all
phases of your business life cycle.

<strong>Be Business Banking Ready</strong>

Be Business Banking Ready

Create flexibility for growth and
innovation by making sure your business
is structured properly and all requisite
documentation is in order for major
acquisitions/sales and borrowing funds.

Let's Talk About How We Can Work Together. Fill out the Form below to schedule a confidential conversation with a member of our Business Solutions team.

Thank you!