Who We Are
What is the FITformula?
We take a panoramic view of wealth and consider your whole financial picture. We build a long term partnership with our clients entire family.
Whether you own a business and provide
a pension plan for your employees, or if you work for a company that provides you with a pension plan, knowing and understanding how the benefit will affect the rest of your planning is crucial.
Let us help you evaluate your options and tailor a solution designed to take the maximum benefit of these plans or distributions.