A crucial step in providing financial recommendations that will help you meet your stated goals and objectives is the development of an Investment Policy Statement. This basic tool is utilized by F&PA to facilitate the creation of your financial planning roadmap based on a discussion and analysis process with you.

The IPS helps you and F&PA understand more about your unique needs; guides you in making decisions with a purpose; helps determine the steps to achieve your goals; and enables F&PA to provide much needed direction.

We will work closely with you to develop an IPS that addresses the key issues for managing your investments, such as: identifying and defining your overall objectives; the duties and responsibilities of all parties; and your asset allocation and risk management policy. This service includes a review of current investments where you have provided current statements. Along the way, we also provide investment education on the fundamental principles that will guide your investment portfolio strategy.