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Wealth Planning

Providing financial clarity to our clients

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What is Wealth Planning?

Wealth Planning is a client-centered process focused on developing a roadmap to help clients build, protect, and transition their wealth by looking at all areas of their financial life including retirement, tax, legacy, and business planning.

Our wealth planning services help clients piece together their financial puzzle to form the lifestyle picture they envision. We combine our experience and expertise with the latest financial tools to provide our clients clarity in all areas of their financial life.

Providing Our Clients Financial Clarity

Businesses

We work with business owners regarding opportunities, challenges, expectations and responsibilities associated with life as a business owner as well as after the sale of the business, or retirement.

Individuals

Many individuals overlook the need to maintain proper cash allocation by budgeting cash needs against cash flows. We work with you to plan for necessary cash outlays, to have funds available to reinvest or available liquidity for unexpected situations.

Families

Our family enterprise services are designed to strengthen both the family business and the business of the family. For many, the family business is, and often remains, the economic engine that fuels the financial security of many generations.

Our Wealth Planning Process - Your Path to Prosperity

We combine our experience and expertise with the latest financial tools to provide our clients clarity in all areas of their financial life. With a clearer picture of you, we can collaborate to develop a roadmap to achieve your goals.

Organize Identify goals and organize information
1
Recommend Experience + Expertise = Sound Advice and Actionable Strategies
3
Evolve As life changes
5
Organize Identify goals and organize information
1
Assess Conduct financial check-up and gap analysis
2
Recommend Experience + Expertise = Sound Advice and Actionable Strategies
3
Execute Put strategies into Action
4
Evolve As life changes
5
Goals
6
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Webinars

Register for our upcoming webinars

Insightful content on a variety of topics including the financial markets, the economy, and personal finance.

More than Protecting and Preserving Wealth

Education and Resources

Empowering our clients to have the financial resources when they need it.

Client Portal

Aggregate your financial information in one convenient and secure location, allowing you to obtain an updated snapshot of your finances - anytime, anywhere.

Online Vault

Store your most important financial documents in a readily accessible, secure online location.
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Wealth Planning

Helping maximize your wealth by minimizing your taxes

An effective strategy to maximize wealth includes combining comprehensive tax & wealth planning with tax-aware investing. We emphasize to our clients that it isn't what you earn that counts, but what you keep after taxes.

Wealth planning computer screen
Wealth Planning

Leveraging leading edge technology to personalize the experience

We believe that the wealth planning experience should be driven by qualified professionals, not algorithms; yet we will still look to leverage technology to optimize the experience – and ultimately the outcomes – for our clients.

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Investment Management

Wealth planning and investments go together

At first Foundation, we understand that successful wealth planning requires access to a robust set of investment solutions.

Build a lasting legacy for you and your family.

Explore Trust Options

Earn more with your uninvested cash.

Explore Personal Savings

Find your Advisor.

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY