FB Financial Advisory
(2)
(2)
At FB Financial Advisory, we specialized in helping small business owners and their families manage their financial risks faced in running a successful business or practice. Protecting your greatest asset – your ability to generate income. And developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
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2 customer reviews
Amrit Joyekurun
Mr Francis is a professional Financial Advisor and made me save lots of $$$ for my family and set us on a winning path for the future.
Reply from FB Financial Advisory
Thank you for taking the time to share your feedback. It's our pleasure to help you with your financial goals.
Dina De Chavez
Choosing someone with honesty and integrity is very important. When choosing someone, in my experience, they need to listen and understand what your intentions will be with your money before simply taking it off your hands.
As Francis been helping me for years, He always offered sound financial advice based on our investment objectives as well as our personal needs. He keep in regular contact with us and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our finances, and our future.
Having a planner that listen and understand certainly, it paid off.
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Reply from FB Financial Advisory
Thank you for taking the time to share your feedback. It's our pleasure to help you with your financial goals.
What do you love most about your job?
After working in the corporate world of financial planning helping high-net wealth clients and businesses, I found there was a definite need for a trustworthy and reliable “quarterback” for the small business owners and the average investors to effectively manage their financial needs and life uncertainties (as such health risks or loss of income) faced to managing a successful business or practice.
What inspired you to start your own business?
I found there was a definite need for a trustworthy and reliable “quarterback” for the small business owners or the average investors to manage their finances effectively and efficiently to ensure they achieve their lives dreams, goals and aspirations for themselves and their loved ones.
Why should our clients choose you?
Our passion & mission is to help you reach your life's dreams and aspirations for yourself and those you care about. We are happy to share the ideas, strategies and solutions we are using for ourselves, customized to your needs and goals.
We are happy to welcome you to the FB Financial Advisory Family!
Can you provide your services online or remotely? If so, please add details.
We are happy to connect via video call; if that works for you, ensure that we learn more about you- your needs, goals, aspirations, and a little about us.
What changes have you made to keep your customers safe from Covid-19?
Your health and safety are our priority. We have in place Covid-19 protocols to ensure that.
We have set up an electronic signature process and procedure to assist you wherever you are.
Retirement planning
Tax-efficient ways to plan & enjoy a comfortable retirement.
Insurance Risk Protection
Plan and mitigate life risks and uncertainties.
Tax & Estate planning
Ways to keep more of your hard-earned money for you and your loved ones.
Registered Disability Savings plan (RDSP)
Using grant to assist you to save for your disabled or physically challenged loved ones
Wealth Planning
Smart ways to grow your wealth, preserve it and transfer tax efficiently; keeping more for your loved ones.
Mortgage Life Insurance
Your home is one of your greatest assets and as such need to protect with the most appropriate solutions, to secure and protect your family and not the lenders.
