Does FFP have clients outside of Dallas-Fort Worth (DFW)?
Indeed we do. We have clients throughout Texas and several other states (and overseas) and the number of distant clients is growing.
Geographic proximity is one important consideration when choosing a financial planner. Others include the adviser’s worldview, business model, investment philosophy, source of compensation, fee structure, and personality (to name just a few).
Many of our clients have determined that one or more of these factors outweigh geographical proximity.
From our standpoint, with today’s technology, we can effectively help you create a financial plan regardless of your location.