Wealth Planning

At First Foundation Advisors, we believe planning is essential to building, preserving and transferring wealth. We offer three levels of planning, designed specifically for your needs:

Financial Snapshot
Comprehensive Planning
Advanced Planning

First, we listen to your philosophy on retirement, on business succession and transferring wealth to the next generation or a favorite charity.

To optimize your financial and estate plans, we routinely review with you strategies such as:

Financial and retirement planning

Estate planning

Estate transfer and preservation
Business succession planning
Charitable giving

Whatever your estate planning goals, First Foundation Advisors team of experts provides you with unbiased, comprehensive advice.

Financial Planning Brochure (PDF)