At Family Financial Partners, we understand that no two families are alike. For some of our younger families, the goal may be saving for retirement while reducing consumer debt. For others, the goal may be funding an early retirement, staying retired or passing on wealth to children and grandchildren.
Whatever your financial goals, we will work to develop a financial plan that is tailored to you. As a team, we will identify the specific needs and dreams you bring to the table. We will ask questions, listen to your concerns and work behind the scenes to find solutions for you. Our team approach won’t be limited to inside our office; we will extend this philosophy and, with your permission, reach out to other professionals, such as your accountant or attorney, to provide an integrated approach and attempt to ensure maximum benefit.
We understand that you are more than just an account number. Your assets have been built by hard work and contain the potential to ensure the success of future generations. We are committed to helping you succeed, and we look forward to working with you. With our help, we hope you will have more time to focus on the things (and people) that matter most.
Building and Preserving Wealth
The basis of our philosophy is the fact that many people only save and invest money for one reason—to spend it. Whether the plan is to spend their funds during retirement, for their kid’s college, for a new home, for charity, inheritance, or a rainy day—many people save and invest to spend. If the money that is intended to be spent is not available when it is needed, then a problem exists. Enter the need to protect your hard-earned assets.
Navigating Through Life’s Many Changes
For the past 30 years, U.S. investors have seen wild fluctuations in the values of nearly every asset category they may have owned. Whether we talk about the free-fall of interest rates from the early 80s, reaching 45-year lows during 2004—the devastating bond market of 1994—the double digit inflation of the late 70s—not to mention the stock market crashes in 1987 and the early 2000s. Suffice it to say, there has always been a reason to sit on the sidelines in order to protect your assets. The issue then becomes, with money on the sidelines at historically low interest rates, how can an investor outpace the effects of inflation? The way to outpace inflation is to become a successful long-term investor.