Retirement planning for individuals aged 50+ and 401k solutions for businesses with 50-200 employees.
We are legally and ethically bound to act in your best interest -- not ours.
No hidden fees here! It's important to us that you know exactly how we're compensated.
Whatever your retirement needs are, we have the proper certifications to match.
(Note: These case studies are hypothetical, do not involve Fiduciary Financial Partners clients, and should not be construed as a guarantee.)
Stacey and Greg are ready to retire from rewarding careers and have many future plans. Both want to ensure that their retirement plan enables a steady income stream so they can enjoy the lifestyle they envisioned in retirement.
Case Study #2 | Work Optional
John doesn't know precisely when he wants to retire. Not because he doesn't have the means to stop working but because he's wondering if he's ready to stop working.
Case Study #3 | 401k Solutions
Midwestern telecom firm seeks simplified solution for multiple retirement plans. They hired retirement experts to streamline services, reduce cost, and improve operations.
Rapidly growing tech firm committed to excellence allows retirement experts to review and improve their plan. The result is more support, better outcomes, and lower costs.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
Retirement Planning, Financial Planning, Investment Management, Tax & Estate Planning, 401(k), Profit Sharing, Pension Planning & Management, Reducing Taxable Income For You Or Your Business
Articles from our team discussing important topics relevant to your or your companies retirement.
Videos from our team discussing important topics relevant to your or your companies retirement.
Our fiduciary financial advisors provide informative reviews and discussions on the current market and other relevant topics to your retirement.
How To Manage Your Former Employer's 401(k) Balance
It’s official. You get a new job and are excited to start your new opportunity. However, you still have a nice chunk of change sitting in a 401(k) account with your former employer. What do you do? This blog answers how to manage your former employer’s 401(k) balance.
2023 Contribution Limits for Retirement Plans
The 2023 Contribution Limits for Retirement Plans are something every individual or plan sponsor should be aware of. Last month, the IRS announced changes to retirement plans for 2023.
How To Minimize Taxes In Retirement
In this blog post, we’re walking you through the basics of minimizing taxes in retirement to keep in mind for your own retirement plan.
"Our experience with Chief Retirement Officer, Nick Economos, and the entire FFP Team has been fantastic. They are always up to date on the latest market information and quick to keep us informed. I know our finances are in great hands with FFP."
- Brian Cahill, FFP Client 10+ Years
"Our family stands on solid financial footing because of Fiduciary Financial Partners (FFP). Specifically, Nick Economos and Miaciah Manuel have brought discipline to the way we spend, save, invest, and look forward. Most importantly for us, people not overly enamored with following the market or the details of financial mechanisms, the team at FFP has earned our trust and confidence, and generated results with their coaching and action. Finally, we’ve had fun doing it. Personality and character count, especially when dealing with topics like family finance and retirement readiness. Nick, Miaciah, Dawn and Nate have focused on forming a relationship with our family that allows for direct, honest, personal, and impactful conversations and decisions. Thank you!"
- Adam Wojcik, FFP Client 8+ Years
"We have been working with Chief Retirement Officer Nick Economos along with the entire FFP team for many years now. They are always up-to-date on the latest market information and quick to keep me informed and respond to any question. Their guidance and methodology have kept our financial goals headed in the right direction no matter the market conditions."
- Justin Hester, FFP Client 10+ Years
"Fiduciary Financial Partners provides my business and family trusted advice on all things related to retirement, including corporate DB plans and DC plans. They also assist with personal assets including 401Ks, IRAs, 529s, stock portfolios, and more. Knowing they are fiduciaries and are legally required to act in my best interests (vs theirs) is an added bonus to everything they do. I highly recommend this team to corporate retirement benefit officers, small business owners, and people intimidated about future retirement."
Brian Walker, FFP Client 10+ Years
Testimonials are based on unique experiences from current clients (or private fund investor) and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
Additional information about Fiduciary Financial Partners, LLC, is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary Report which are accessible online via the SEC's investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-78241.