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Your foundation 4 wealth is much like a steady diet of healthy food- simple, effective, boring, and difficult to maintain. It is well documented that good food, exercise, avoiding too much alcohol, and sufficient sleep will improve the odds of being healthier. It is also well documented that accepting that markets work, avoiding stock picking and market timing, effectively diversifying a portfolio, and paying attention to costs will improve the odds of being wealthier. It sounds simple, but it isn't easy!
F4 Wealth Advisors help their clients Grow, Preserve, Enjoy, and Share their wealth through comprehensive wealth management to:
- Affluent Individuals and Families or those on the Path to Affluence
- Business owners and corporate Retirement Plans
- Non-profit organizations.
Assisting clients in setting and pursuing their long-term financial goals through investment strategy, tax planning, risk management, business succession, stock option analysis, retirement planning and estate planning.
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section. Investment advice offered through Independent Financial Partners, a Registered Investment Advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: FL, AR, District of Columbia, GA, IL, MI, MO, NY, OH, TX, VA. Additional state licenses or registrations can be obtained if warranted.