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F&PA offers a flexible Comprehensive approach that focuses on two key components: Asset Accumulation Strategy and Wealth Preservation Strategy. Asset Accumulation Strategy (AAS) F&PA utilizes multiple Asset Accumulation disciplines based primarily on Demographics. These disciplines include the Nobel Prize winning Asset Allocation Theories of Capital Asset Pricing Model (CAPM) & Modern Portfolio Theory (MPT), in conjunction with Tactical Allocation Modeling. Two key components of this AAS are: Utilizing the AAS affords our clients the benefits of “active management” - an ongoing, constantly changing, process that requires involvement between you and F&PA to keep your investment portfolios in line with your needs and goals. In this way, F&PA is able to actively manage your investment portfolios to help guide you through any economic environment. Wealth Preservation Strategy (WPS) Our Wealth Preservation Strategy utilizes multiple tax efficient disciplines to assist you in keeping more of your hard earned dollars for yourself and your family. The WPS is a multi-step process that combines the following services: We often refer to this tax strategy as “financial coaching.” It is an ongoing, constantly changing process that requires regular involvement between you and the F&PA team. In addition to our extensive background in accounting, taxation and estate planning, we draw on the research of leading authorities - such as Ed Slott, considered America’s IRA Expert - to aid us in designing your road map to and through retirement. Our President and CEO, Bob Hardies, is a Slott Master Elite Advisor and an Accredited Tax Preparer with a Masters in Estate Planning and Taxation. Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
