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We strive to help individuals, families & businesses maximize their financial potential.
the f3 way
Our process is driven to create more certainty in achieving financial goals, while giving you confidence against the uncertainty of tomorrow.
F3 Capital is an independent wealth management firm that specializes in helping individuals, families and business owners maximize their financial potential. We recognize that every client is unique with different financial capabilities and circumstances. The F3 Financial Process is designed to maximize these capabilities and circumstances in order to put clients in the highest probability of achieving their financial goals.
At F3 Capital we believe there is no greater importance than developing strong long term trusting relationships with high-level service. We utilize a team-based approach backed by verifiable data analysis to develop and present our financial recommendations. In addition, our established referral network of CPAs, estate attorneys, mortgage brokers, and P&C professionals, give our clients access to holistic and complementary advice. When you work with F3 Capital, you can count on us to help maximize wealth accumulation, protection, and distribution strategies while minimizing the impact of taxes, down markets, inflation, rising health care costs, and longevity.
core planning areas
What We Do
Wealth Accumulation
We believe one of the most important ingredients for accumulating wealth is planning. Planning to accumulate wealth enables you to work effectively toward your goals and without it, you risk investing considerable time, effort, and resources with potentially sub-optimal results.
Wealth Protection
You need to protect yourself, your family, and your assets against the effect of loss caused by events that we deal with and are exposed to on a daily basis. Some of these are events that come into our lives unplanned, but, in certain instances they allow us time to plan and adjust.
Wealth Distribution
If you are nearing or approaching retirement, it is probably a good time to look at your financial strategy. Together, we discuss the shift from wealth accumulation to wealth distribution and help guide you to make the best decisions for your successful retirement.
Tax Efficiency
When you retire, your income usually flows from three possible sources: Social Security benefits, distributions from IRAs & retirement plans, and funds from savings and other investments. We utilize various tax strategies to help minimize what Uncle Sam takes from you in retirement.
What does your retirement mean to you?
Watch F3 Capital's Tips to Maximize Your Financial Potential
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Let us get to know you – your situation, goals and needs, so we can help pursue your wealth.