Fort Washington Financial

& Insurance Services, Inc.

Fort Washington Financial

Professionals with specialized expertise and experience, helping you effectively grow and manage your wealth.


Sponsored Retirement Plans

Specializing in the design, implementation and service of defined contribution and defined benefit plans. Our expertise is matched only by our personal commitment.

Wealth Management

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.

Fiduciary Structure

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.

Investment Consulting

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.

Our Team

We work together to help you identify your goals, gaps, and opportunities.


Inspiring Trust


We are committed to building and maintaining your confidence in us.

Choice

  • Open Architecture
  • Plan Fiduciary Consulting
  • Investment Consulting
  • Education & Communication

Integrity

  • Transparent Fees
  • Stewardship
  • Client Suitability

Service

  • Goal Setting
  • Tax Management
  • Asset Protection
  • Financial Planning

Enhancing Life


How would your life be enhanced if you had complete confidence in your advisor?

Fort Washington Financial


Experienced, client-focused advisors bringing solutions designed to meet the clients' needs.

  • All
  • Employer
  • Individual
  • Ancillary
Executive Benefits Benefits, Insurance, Wealth Management
Estate Planning Estate Succession, Business Succession, Charitable Giving Plans
IRA's Traditional, Roth, Inheritance
Disability Insurance Individual & Business Planning
Health Insurance Individual , Family , Business
Corporate Retirement Plans Qualified & Non-Qualified
Life Insurance Individual , Family , Business
Small Business Retirement Plans Solo 401(k) , SEP IRA , SIMPLE IRA , Profit Sharing Plan

WHY A WEALTH MANAGER...


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.

Financial Planning

  • Life Planning
  • Suitability
  • Wealth Accumulation
  • Retirement & Income Planning

Investment Research Investment Consulting

  • Asset Allocation* & Management
  • Tax Management
  • Alternative Investments**
  • Wealth Planning

Maintenance & Support

  • Portfolio Monitoring
  • Legacy Planning
  • Benefits Planning
  • Ongoing Communication






*Using asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

**Investing in alternative assets involves higher risks than traditional invesrtments and is suitable only for the long term. They may not be tax efficient, and have higher fees than traditional investments. They may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain.

Contact Us


Ready to get started? Give us a call at 559-435-8869 or complete the form below.


www.fortwashingtonfinancial.com