Services Offered
Retirement Planning
Comprehensive strategies to ensure a secure and comfortable retirement, including income planning and goal setting.
Investment Management
Personalized portfolio management with regular updates and market trend analysis to optimize growth and minimize risk.
Wealth Management
Holistic financial planning covering assets, taxes, and estate planning to preserve and grow family wealth.
Financial Consulting
Expert advice on financial decisions, goal formulation, and long-term planning tailored to individual needs.
Client Education and Updates
Regular meetings, podcasts, and resources to keep clients informed and empowered about their financial journey.
Reviews
5(5 reviews)
Rating Distribution
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R
Roscoe Webb
via Google
over 1 year ago
Nice friendly, comfortable environment! Eric manages our account with us and keep us abreast of changes and trends in the market. He regularly schedule to meet for updates where we discuss long term goals. They even have a pod cast where insightful knowledge is shared. We have been with Family Wealth Planning for several years with no complaints.
H
Helen Simsvia Google
over 1 year ago
My husband and I have worked with Eric for almost 2 years now and he has done an amazing job managing our resources. We have been retired for more than two years and he guides us through the planning process and helps us make sure we have our funds in the best location for our goals. He is very easy to work with, and talk with and listens to what our needs are. We highly recommend Eric.
T
Tom Schmittvia Google
over 1 year ago
Just the word "Family" in the name of the business lets you know their focus. They will help you determine your goals and formulate a plan for you to reach them. FWPS has helped us make decisions on investments and we have watched them grow. They have been there to answer all our questions. A wealth planning company must promote confidence. Family Wealth certainly does that.
B
Bill Cahillvia Google
over 1 year ago
Chris and his team always make you feel comfortable and speak on a level you can understand. The way they articulate their thoughts in communicating your financial future is second to none. They have given us a beyond the expected comfort level in an area that can be very stressful.
L
Lee Ann O'Haravia Google
over 1 year ago
My husband and I started using Family Wealth Planning Partners as we neared retirement. Aaron McAndrew has worked closely with us as we navigated into retirement. We meet with him regularly, and there has never been a time he wasn’t 100% knowledgeable about the inner workings of our accounts. I would highly recommend Aaron and the team at Family Wealth Planning Partners.
