Unlike at large investment firms or brokerage houses, at FHFA your portfolio is managed directly by Eric. He works with you to understand your unique investment goals and your personal financial situation. He continuously monitors your portfolio and makes stock or mutual fund transactions in real time when events change the stock holding strategy.
With FHFA you receive proactive service. Eric will contact you with any changes to your portfolio, monitor market trends, and advise on investment strategies on a continuous basis.
FHFA is your partner in wealth management and wealth accumulation.
FHFA is proud of its portfolio management strategy. Our clients have achieved significant portfolio returns – even after the recent recession that has scared many investors away from equities and towards bond funds.
Knowing where you are going requires a knowledge of where you are now – and where you have been. This task can be as simple or as complex as you want it to be but it does require some work to assemble your personal history in a way that FHFA can provide some meaningful guidance. Many clients want and need an ongoing Financial Plan that can become a “living document” - one that you will want to revisit often and do some serious “tire kicking” of assumptions that you have made. A good Financial Plan must be built upon a strong factual foundation. It will need to be changed as often as the changing world situation may dictate but, without a plan, most of us are destined to undershoot our dreams.
The following related documents are provided here as a guide to help you through the initial planning stages. If you want professional help, sharing this data with FHFA, confidentially, will result in a comprehensive Financial Plan that you can update as many times as you like for the 5 year contract period. If you have any questions on what you need to do to begin the planning process, please call us and receive a no fee phone consultation to get you started on the right foot.
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This website is provided for general information purposes. No information provided should be construed as being the primary basis for an investment decision or as reflecting recommendations taking into account your individualized requirements, and we disclaim any warranty or liability for actions you may take as a result of access to our site.
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