Professionals with specialized expertise and experience, helping you effectively grow and manage your wealth.
Specializing in the design, implementation and service of defined contribution and defined benefit plans. Our expertise is matched only by our personal commitment.
Designing a customized plan to meet the needs of your financial universe. Giving you the confidence in your investments in each phase of your life.
We can serve as an ERISA 3(21) or 3(38) investment manager in the design and implementation of custom asset allocation models, combining time horizon and risk tolerance.
Integrating your individual goals with our approach to grow returns and reduce risk, we are able to help build and manage a portfolio that promotes financial freedom.
We work together to help you identify your goals, gaps, and opportunities.
We are committed to building and maintaining your confidence in us.
How would your life be enhanced if you had complete confidence in your advisor?
We are more than a Financial Planner, we are Personalized Wealth Managers. Asking the question, "What is the wealth for?"The professionals at Fort Washington Financial & Insurance Services, Inc. designs your investments, financial plan and wealth management strategies needed to accomplish your goals.
Ready to get started? Give us a call at 559-435-8869 or complete the form below.