Construct Your Family Fortress Plan with First Fidelity
At First Fidelity Wealth Management, 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, Specific Tax Strategies and Estate Planning from strategic partner assistance.
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, tax strategies and estate planning from strategic partner assistance.
Put Your Strategy in Motion
Here, we reveal a customized Family Fortress Plan designed to help optimize 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.
Our Services
Annuities
Income
Planning
Legacy
Planning
Tax-Efficient
Strategies
Insurance
Solutions
Health Care
Planning
Insurance products are offered through the insurance business First Fidelity Wealth Management, LLC. First Fidelity Wealth Management, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by First Fidelity Wealth Management, LLC are not subject to Investment Adviser requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. First Fidelity Wealth Management, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency.