The Family Office Format

Faughnan Financial Network Inc. is a boutique financial services firm. Our unique approach to customizing your individual financial planning needs is called Parallel Planning. We balance both Wealth Management and Risk Management considerations to achieve your goals and protect your dreams. We make it our priority to have powerful “uncommon” conversations around your objectives, needs, goals and attitudes toward money and investing. Don's Grandkids (Teddy, Nolan, Patrick, and Will) are pictured to the right.
Personal Financial Planning
Your wealth is your family’s wealth. It should be managed and treated with the same care as a business’ bottom line. Your family is in fact “The Family Business.” Let us help you treat your personal financial planning the same way by organizing, protecting, mitigating taxes, and increasing your plan’s value. Wealth Management and Risk Management go hand in hand. No other financial services firm offers this specialization in one place.
Our Personal Financial Planning process includes:
- Maximizing retirement cash flow while saving money on taxes.
- Increasing the rate of return on safe money without increasing risk.
- Protecting your family from hardship in unforeseen circumstances.
- Increasing legacy to yourself, your family, and charities.
- Assuring lifetime cash flow for yourself and your spouse.
Our Services Include:
Insurance | Financial Services | Investments
Corporate Financial Planning
Whether you are an executive of a publically traded company, private company, or a small business owner, we are the boutique where assets are protected and smart money is managed. No other financial services firm offers this expertise in one place.
Our Corporate Financial Planning process includes:
- Increasing the Rate of Return on Safe money and have it available as good capital.
- Managing the costs of your group insurance benefits(medical/dental) for your employees.
- Access to robust fiduciary support services for your 401(k) plans.
- Ability for highly compensated employees to increase their contribution via a cash balance, defined benefit, or profit sharing plan.
- Key man Life/Disability Insurance to protect your firm.
- Additional income protection on a voluntary basis.
- Combined corporate financial planning and personal financial planning, that also balances Wealth Management and Risk Management.
- Supplemental retirement plans for select key executives.
Our Services Include:
Employee Benefits | Executive Benefits
Retirement Plans | Voluntary Benefits
For over four decades, Faughnan Financial has helped Wall Street executives and business owners to organize and create long-term exit strategies for retirement, as well as lasting legacies. Our consultative approach and desire for long term relationships is the goal for both our Clients and Faughnan Financial.