Our Firm

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Our firm also offers fee-based services through our Registered Investment Advisor.  FFM Advisor Group is available to investors who need and should have at least a portion of their portfolio on a fee-based platform. Unlike many firms in the industry, we do not believe it is a "one size fits all" solution, or forcing investors into a fee-based platform. While there are good arguments for fee-based only accounts, there are also some equally good arguments for transaction based investing.

Fox Financial Management is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

• Will I be able to retire early?
• How much money will I need in order to retire?
• How can I get the most out of my 401(k)?
• Should I have a traditional IRA or a Roth IRA?
• How can I position my investments for higher potential returns while reducing risk?
• How can I "inflation-proof" my investment income?
• Do I need disability income insurance? Long-term care insurance?
• How can I ensure that my children receive as much as possible from my estate?
• What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. Fox Financial Management is committed to you for the long term.