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FAQ

WHY CHOOSE US?

We’re often asked, “What sets Future Financial apart from other wealth management firms?” And one of the first things we point to is as independent advisory firm we answer to you and only you. Our experienced team of professionals is dedicated to helping you achieve your goals through our mission of TRUST & SERVICE.


ARE YOU A FIDUCIARY?

As an independent Registered Investment Advisor (RIA), Future Financial is a fiduciary and has a duty to act in your best interest and to disclose any possible conflicts of interest. Ethically, legally and philosophically, our interests are always aligned with you.

• No conflicts of interest in selecting investments
• Focused on providing the best advice, not selling products.
• Not part of a bank, insurance company or Wall Street firm
• No hidden compensation arrangements. We are paid one way – by our clients.
• Personally invest our own assets in the same strategies and investment vehicles as our clients


WHERE DO YOU CUSTODY YOUR ASSETS?

We have carefully chosen our custodial partnership with Charles Schwab & Co. Learn much more about how Future Financial and Schwab work to serve you in A winning relationship: You, your advisor, and Schwab Advisor Services™. . 



WHAT IS YOUR MINIMUM ACCOUNT SIZE?

We do not have a minimum account size.


WHO IS YOUR REGULATORY BODY?

Future Financial is registered with the United States Securities and Exchange Commission (SEC) as an investment adviser. The SEC is an independent federal government regulatory agency responsible for protecting investors, maintaining fair and orderly functioning of the securities markets, and facilitating capital formation. As a registered investment advisor (RIA) we update our information on a regular basis via our Firm Brochure and Client Relationship Summary (CRS) Free and simple tools are available to research firms and financial professionals at Investor. gov/CRS, which also provides educational materials about broker-dealers, investment advisers and investing.


HOW DO YOU PROTECT MY PERSONAL INFORMATION?

As outlined in our Privacy Policy, Future Financial is committed to protecting your privacy and the confidentiality of our relationship. Future Financial and Schwab follow stringent internal practices and business standards designed to keep client assets safe. Protecting your accounts and information is our top priority. Schwab has its own privacy policy that applies to consumers who are current or former account holders at Schwab. It ensures that your personal information is never sold and is shared only with third parties in the very limited circumstances allowed or required by law. Future Financial and Schwab work to protect you from unauthorized account access and other security hazards. Learn more about these protections through SchwabSafe, a collection of security measures designed to keep your personal and financial information safe online.


RESOURCES

Future Financial has the ability to leverage numerous relationships with other professionals to ensure continuity of our clients overall needs. These areas include:

• Protection

Health


Property & Casualty

Life

• Social Security benefits
• Estate planning
• Tax planning and preparation

+Protect and never share your personal information

Financial advice isn’t just about helping people identify and set a path towards their goals, but in navigating the complexities that arise along the way that can block us from achieving those goals, without an advisor’s help to navigate around them



MISSION STATEMENT

We provide comprehensive financial planning and advisory services while always placing your financial interests first. This is based on a set of principles that are explicitly focused on our clients and designed to help ensure the success of each client. We apply fundamentally diligent processes that are repeatable and value driven. Our mission is to enrich our clients with attractive investment returns, proactive and strategic advice, decisive action, and a commitment to integrity and excellence.



Services

Building Wealth   |   Inheritance   |   Retirement   |   Starting a family   |   Preparing children for financial independence    |   Planning for the unknown   |   Passing Wealth to Family    |   Supporting important causes   |   Efficient Debt management   |   Effective tax management   |   Business owners & Succession planning   |   Executive compensation strategies


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