Financial freedom is about finding your why and aligning your resources to pursue it. The FFR Wealth Team helps you define that why and create a financial plan that lets you live out your unique vision of freedom. Our Proven Process helps us get to know youโyour passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses. Your plan is consistently monitored and adjusted as life changes to help ensure your path to freedom stays clear. ๐โ๐ฆ ๐โ๐๐๐ ๐ ๐ข๐ ? We live by our defined values, not only professionally, but personally. Our value system drives our business and our relationships. ๐ ๐๐ฆ๐ข๐ฅ๐ฒ - At the FFR Wealth Team, family is our foundation and the most important thing in all of our lives. Our team was built on the Bill Funke legacy of love and family. We believe our clients are also like family. ๐๐๐๐จ๐ฎ๐ง๐ญ๐๐๐ข๐ฅ๐ข๐ญ๐ฒ - Your best interests come first. Always. As CFPยฎ professionals, our commitment to ethical standards means that we uphold the principles of integrity, objectivity, competence, fairness, and confidentiality, and we put our clients first when providing advice and delivering results. ๐๐๐ซ๐ฌ๐ข๐ฌ๐ญ๐๐ง๐๐ - We are here to help you take the actions you need to pursue your goals and guide you every step of the way. ๐๐ข๐๐๐ฅ๐จ๐ง๐ ๐๐๐๐ซ๐ง๐ข๐ง๐ - Learning is growth and our entire team has a genuine passion for continuous education. We will help you understand where results come from and why we recommend the strategies we use. ๐๐๐ฌ๐ฉ๐๐๐ญ - As your trusted advisors, weโre focused on adding convenience and simplicity to your life. The FFR Wealth Team demonstrates integrity and reverence in all that we do, and we listen to understand our clients with humility. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
View Top Employees from FFR Wealth TeamWebsite | http://ffrwealthteam.com |
Employees | 6 (3 on RocketReach) |
Founded | 2018 |
Address | 50 East River Center Blvd Suite 1225, Covington, Kentucky 41011, US |
Phone | (859) 445-0550 |
Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular FFR Wealth Team employee's phone or email?
3 people are employed at FFR Wealth Team.
FFR Wealth Team is based in Covington, Kentucky.
The NAICS codes for FFR Wealth Team are [52, 52393, 523, 5239].
The SIC codes for FFR Wealth Team are [628, 62].