A Holistic Planning Process

At FFC, our wealth advisors offer professional money management solutions for clients. Rather than just offer isolated advice on taxes or investment strategies, we strive to review the unique aspects of a client’s financial health by follow a holistic process, which addresses integrated tax strategies and the 8 Wealth Management Issue.

_{*Investment services are offered by Lois A. Leynse, Anne C. Lowry, Jennifer James and Jennifer Stewart-Smith through their affiliation with HD Vest Investment Services^SM}