The most critical element to a successful retirement is your ability to have Income for Life. Our goal-based financial planning process is designed to help you obtain the income you need in order to meet the goals you have set for your retirement. One of those goals is for you to stay retired even during the inevitable market fluctuations that are common to our financial markets.
At FTA, we have created our own proprietary investment strategies we call Private Wealth Strategies. Private Wealth Strategies are individually designed to address different objectives. When put together in a portfolio. The goal is to create a profile that is growth oriented while protecting downside risk during periods of market fluctuations.