Questions & Answers

Q. What happens to my own attorney and /CPA?
A. We do not replace your current advisors. We prefer to work with them and include them in the planning and implimentation phase as appropriate. Our job is to coordinate your authorized plans in a concise and informative manner.

Q. What is my responsibility?
A. Provide us with accurate information. Choose between alternate recommendations. Be committed to take action.

Q. What will I receive?
A. Simply put, the plan goal is to find ways to potentially reduce income taxes, increase cash flow, escalate net worth, reduce estate tax, protect family income, improve investment performance with continued advisory services.

Q. How long does the planning process take?
A. It will vary depending upon your objectives and the recommendations you choose to pursue. A successful financial plan is an ongoing process, not a one time, one solution passage-way to wealth.

Q. What does FPA charge for its services?
A. Fees vary depending on your needs and desires. The fee for families or indivuals will be considerably less than corporate portfolios because of the time needed to prepare the financial plan. Every fee is discussed and arrived at in advance with the client. There is no charge for the initial 60 minute consultation.