Construct Your Family Fortress Plan with First Fidelity
At First Fidelity Tax and Insurance, we don't just see our clients as customers; we consider them family. Our Family Fortress Plan (FFP) reflects our deep commitment to preserving and growing our clients' wealth and offers a strategic financial planning solution for those who value enduring family legacies. We help you start building your family’s financial future in three straightforward steps:
Forge a Relationship
In our initial meeting, we want to earn your trust by developing a genuine connection and truly understanding your financial objectives, values and aspirations. Using our unique RISE Report, we analyze four essential areas of your financial portfolio: Retirement Planning, Income Planning, Smart Tax Strategies and Estate Planning.
Form a Financial Framework
Once we agree to work together, we take a comprehensive look at your current situation, identifying financial gaps and opportunities to help ensure all pieces of your retirement puzzle are in place, from income planning and investments to health care, taxes and legacy planning.
Put Your Strategy in Motion
Here, we reveal a customized Family Fortress Plan designed to protect and grow your wealth. Once you're satisfied the plan is tailored to your goals, you live life on your terms while we monitor your strategy to make sure it continues meeting your needs.
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