How We Do It - Individuals

 

Foos Financial Group offers comprehensive financial consulting services dedicated to providing value to our clients by using our two unique financial consulting methods, The Secure Future Approach™ and The Secure Future Experience™.

The Secure Future Approach™

 

 The Secure Future Approach™ is best suited to families in the accumulation phase of wealth. Our target clients are typically young to middle age families with an annual household income of $150k to $500k, and investable assets of $300k to $3 million. This process is designed to bring maximum value through self-analysis, education, and detailed planning for the future.
 
 
 
 
 
 
 
 
 

The Secure Future Experience™

 

 The Secure Future Experience™ is focused on couples and individuals entering the retirement phase of life. Typically, this process is best suited for employees and executives, 55-68 years old with income of $200k-$500k and assets to invest of $1-$5 million. The Secure Future Experience™ is designed to identify true cash flow needs and better position assets with an eye toward meeting lifelong income needs.

  

 

 
 

 



Englewood, CO 80112
Phone: 303-327-8100 Toll Free: 1-877-664-2201    Fax: 303-327-8101   Email: cyourtz@ffgusa.net