f4 Services and Technology

Keeping Our Heads While Those Around Us Lose Theirs

F4 Suite of Services for Individuals, Businesses, and Non-Profits

True Wealth Planning encompasses some or all of the below issues at various points of your life.

  • Investment Management
  • Cash Flow Analysis
  • Retirement Planning
  • Social Security Maximization Planning
  • Tax Planning
  • Stock Option Analysis, including 83(b) elections, 10b5-1 plans
  • Estate Planning
  • Asset Preservation Strategies
  • Charitable and Philanthropic Gifting Strategies
  • Intergenerational Family Planning
  • Business Succession Planning
  • 401k plans, Pension Plans, Deferred Compensation
  • Investment Fiduciary Consulting for Business Owners and Non-Profits
  • Risk Management and Insurance
    • Life, Long Term Care, and Disability Insurance
    • Review and analysis of Employer Benefits/Cobra

As a firm we invest heavily in technology for the benefit our clients. We call it collaborative transparency; our clients get access to their entire financial life all in one place with the integration of our planning and goal setting software as well as an online vault for important document storage.

F4 Dashboard Demo