Our 3-step process helps you review our services and make an informed decision about working together.
A 20-minute call will give us both a chance to make sure we're the right fit. Finding the right advisor is just as important as finding the right doctor. You wouldn't see a cardiologist for a broken foot, right?
The next step is meeting with our team of retirement specialists (in-person or virtually). During this 1-hour meeting, our team will get a better understanding on your retirement goals, needs, and concerns. This way we can better create and organize the proper recommendations later.
With your Fiduciary Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations. In this meeting, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Once the process is done, we will simply ask you to think about it. We want to build long-term relationships, not just make a quick transaction. If you don't believe that we're a good fit, that's no problem! We're happy to assist you in finding another professional that fits your needs. We will never pressure you to say "yes."
Retirement focused individuals age 50+ who are retired or close to it.
Diligent savers with investments over $1 million. (Excluding real estate.)
People who want expert help because retirement is too important.
Investopedia.com describes a fiduciary as “a person or organization that acts on behalf of another person or persons, putting their client’s interest ahead of their own, with a duty to preserve good faith and trust.”
At Fiduciary Financial Partners, we live up to our name. We are fiduciaries, legally and ethically bound to act in our clients’ best interests, not our own. We acknowledge our fiduciary status in writing with every client.
Our three-step process begins with a complementary, no-obligation introductory meeting via Zoom. The purpose of this meeting is to learn about you and your family and your priorities. We will share more information about our process, answer your questions and, finally, determine if Fiduciary Financial Partners might be a good fit for you. We’re confident you’ll find this meeting beneficial whether you become a client or not.
There are three very important things about our firm that separate us from others:
The reason we offer a Free Retirement Assessment is that we recognize how challenging it is to evaluate financial planners. Many of us have similar titles, designations, and service models. We also work with similar vendors and third-party custodians (e.g., Schwab). With our Free Retirement Assessment, you get to try us out, risk-free, to make sure we’re the right fit for you.
If you think there is a potential fit between your needs and our expertise, the first step is to schedule a complimentary call.
At Fiduciary Financial Partners, we stand apart as a fee-only, commission-free firm, specializing in retirement and tax planning. Our model breaks away from the norm of commission-based advisors that might harbor hidden costs or potential conflicts of interest.
Instead, we follow a simple, transparent fee structure. This single fee takes care of managing all your investment accounts and provides for ongoing retirement, tax, and financial planning.
Assets under Management
Annual Fee Rate
All Assets over $10,000,000
The value proposition is clear and simple with us: the benefits you gain—the time you save, the peace of mind you’ll have, potential tax savings, possibly improved investment returns—should surpass what you pay us.
We bring this to life with our Retirement Assessment, which lays out these benefits clearly. If you're considering a financial advisor who can tailor strategies to your unique financial goals, take the first step and schedule a call with us. Let's explore the secure financial future we can build together. Schedule your first call with us.
For your convenience and safety, FFP uses Charles Schwab as a third-party custodian for our client investment and retirement accounts.
***Charles Schwab administers more than $7.38 trillion in assets for more than 33.8 million retirement savers.
As a trusted custodian, Schwab safely holds your investment accounts and provides reporting to you and the IRS each year. Your accounts can be viewed at any time at www.fiduciaryfinancialpartners.com via our client portal or at Charles Schwab.
At Fiduciary Financial Partners, we prioritize your financial success by focusing on what you can control. We don't chase market trends or attempt to predict the unpredictable. Instead, we specialize in lowering your tax bill, smarter investing, and creating a reliable retirement income.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
If we sound like we align with your goals we encourage you to learn more about our expertise by checking out our webinars, reviewing our case studies, or reading our blog.