Building Personal Relationships
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We appreciate you taking the time to learn a little more about us and how our financial planning services can help you and your family achieve your financial planning goals.
One of our primary goals at Family Financial Partners is to educate our client families about their finances and how our team works. We find that informed families are less stressed when it comes to their financial plans, and are able to make confident decisions more efficiently. We encourage you to continue to educate yourself by reading our weekly newsletter, which includes helpful tips from our advisors, articles about pertinent issues, office updates, and other information that will keep you in-the-know.
In addition, we invite you to participate in our seasonal social events. These events are a great way for all of us to build a relationship outside of the “office” relationship we have with you. Our social events are always just that – social. You will never hear a sales pitch or presentation, nor do we discuss your personal business in a social environment. Your privacy is of utmost importance to us.
Finally, if you are a current client who has benefited from our services, we would appreciate a referral to a family, friend, coworker, or business partner similar to yourself. All we ask is that you provide us with their name, state of residence, phone number, and email so that we can contact them and offer them our monthly newsletter. Please don’t keep us a secret!
a tailored plan to fit your specific goals
a roadmap for how to spend your time when work is done
to delay or not to delay? That is the question
minimize the stress, and maximize the funds
when scholarships just won’t cut it
planning for the what-ifs
protect your family’s current income, lifestyle, and assets
ensuring tax efficiency