Investments

Our disciplined investment process revolves around our client’s total economic wealth, which includes their human capital* and their financial capital.  We combine Ibbotson Associates’ expertise in asset allocation, Morningstar’s extensive mutual fund database, and New York Life Insurance Company’s insurance product recommendation capability to create a blueprint for your short-term and long-term investment planning.  

In addition, we offer comprehensive products and services to help you develop a sound, long-term investment strategy.  You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs).  We also provide products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans. 

We start the process with a simple, yet thought provoking question - “Is your current portfolio structured to provide you with the proper short and long-term economic benefit to meet your goals and objectives?”  If you have any doubt, or feel that you could get more out of life, please do not hesitate to contact a representative from FFG for a personal consultation.

* Human capital equals the present value of your future labor income.