We have built our firm around what our clients need. We began by offering tax preparation and tax planning services and then added services from investment and insurance to comprehensive wealth planning all under one roof. We believe this integrated approach to wealth management will help simplify your life.
For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients' first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management.
For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients' first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management.
Services
A trusted advisor
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FR Financial Advisors, LLC was founded in 2005 by Allen C. Forrest to address a critical need for many of the firm's accounting clients. Following several years of careful review, we had observed that many of our clients in the South Florida area were in need of new and more sophisticated levels of financial service that we are uniquely positioned to deliver.
Our Strategic Partners
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FR Financial Advisors, LLC is an independent member of buckinghamstrategicpartners.com. Buckingham Strategic Partners proudly serves and supports independent wealth management firms and financial advisors in their work of helping clients and their families meet their most important life and financial goals.
Wealth Management
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At FR Financial, we provide comprehensive financial planning and investment management. Our comprehensive approach to financial services gives you an entire team focused on helping you reach your goals, including a CERTIFIED FINANCIAL PLANNER practitioner (CFP), a certified public accountant (CPA) and licensed insurance specialists.
Financial Planning
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Our credentialed CERTIFIED FINANCIAL PLANNER practitioner (CFP) will look at your whole financial situation and provide you with recommendations tailored to your needs. We offer comprehensive written financial plans that include the areas of (cash flow, budgeting, net worth, investment allocation, retirement planning, social security analysis, insurance review and gap analysis, and estate planning).
Risk Management
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Our comprehensive financial plans include an analysis of risks that may prevent you from reaching your goals. Our licensed insurance analysts can review your current insurance coverages and policies to identify any gaps and present options for closing those gaps. We are not aligned with any individual insurance companies and are positioned to provide you with an independent review and recommendations from top-rated insurance companies.
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