Who We Serve

Retirement Focused

We work with clients whose primary financial goals center around retirement and working towards retirement. This allows us to hone our expertise and service the unique needs of retirees.

Thoughtful Investors

Although our clients would hardly consider themselves "wealthy", most spent a lifetime diligently saving and investing and have accumulated a nest egg of at least $500,000 towards retirement.

Stronger Together

Our clients understand that retirement can be complex, and it is too important to do it by themselves. They understand the value that comes from professional guidance and advice.

Our Process

STEP 01

Initial Phone Call

Before you trust us with your most precious asset (time), this 30-minute complimentary call with our wealth advisor is designed to discuss your needs and evaluate if our expertise matches your needs.

STEP 02

First Meeting

The goal of the first meeting is to help us understand your unique financial situation, your most important goals, and answer any questions.

 

STEP 03

Our Analysis

We will utilize over a decade of experience in determining...

  • How much income your portfolio may generate
  • What ways you may improve your tax efficiency
  • How can we improve your portfolio management process
  • What risks can you mitigate during your retirement phase

STEP 04

Second Meeting

During this meeting we will explain what you can do to improve your investments, tax efficiency, and review your estate strategy considerations.

At the end of this meeting we will ask if you would like to become a FPR Financial client or if you would like to take a moment to consider the changes we discussed and how you would like to work together.

STEP 05

Take a Moment

Making changes to your wealth is a decision worth taking a moment for, take this moment to evaluate the value Brandon and FPR Financial can make to your portfolio.

  • Do these recommendations help your long term goals?
  • Do I like Brandon and trust him to become my advisor?
  • Will the benefits provided exceed the cost?
  • Are these recommendations specific and unique to me?

STEP 06

Hire FPR Financial

During this meeting we will answer all questions that you have and help you to become a client with us.

Plan for Success

Take the next step by scheduling a complimentary 30-minute conversation with Brandon Whitmore, CFP®, ChFC®

Schedule Consultation