About Us
Future Finances, Inc. is a full-service independent
financial planning and investment advisory firm specializing in total
asset management. Established in 1980, Future Finances is a Registered
Investment Advisor with the SEC and serves a diverse client base consisting
of individuals, small businesses, pension plans, foundations, and endowments.
Services offered include, but are not limited to, investment management,
comprehensive financial planning, estate planning, retirement planning,
stock option planning, education planning, insurance planning and income
tax planning.
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With Bob Froehlich, Chief Investment Strategist for Scudder
Kemper Investments and regular guest co-host of CNBC's Squawk
Box, after speaking at one of our client appreciation events.
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Our objective is to help individuals achieve their goals and objectives
by developing a plan that will act as a guide for financial decision-making.
We use diversification and asset allocation to develop a portfolio appropriate
for each client’s stage of life, the degree of risk they are comfortable
with, and their long-term financial goals.
At Future Finances, we view each client as a unique individual and
are proud to offer an array of services designed to meet each client's
specific needs. We work exclusively for our clients - not for a bank or mutual fund company - so they can be assured we
have their best interest at heart.
As your financial advisor, we will keep you focused on where you want
to go, advise how to get there, and continually remind you of the importance
of maintaining a disciplined approach to realizing your dreams.
Securities and investment
advisory services offered through FSC
Securities Corporation, member
FINRA,
SIPC and a registered investment
advisor. Additional investment advisory services offered through Future Finances, Inc., a
registered investment adviser not affiliated with FSC Securities
Corporation and is not a broker-dealer.
© 2007 Future Finances, Inc. All rights reserved.
