Rethinking Tradition: Roger Kruse on IRS Practices | Roger C. Kruse - principal and founding partner of FFP Wealth Management 00:10:00

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I am Roger C. Kruse, ChFC, CFP®, EA, the principal and founding partner of FFP Wealth Management and a affiliated shareholder of National Advisors Trust. I am in my 25th year of providing investment management and financial planning advice. At FFP Wealth Management I have created a unique business model that is client-centric, holistic and takes all aspects of wealth management into our clients’ financial plans. Our staff to client ratio, which is one of the highest in the country, provides an all-inclusive, team approach to wealth management, which ensures our clients receive all relevant information for their financial decisions and investment strategies. As a guardian of client assets and money manager, we at FFP Wealth Management possess a great understanding of risk management in the asset allocation and investment arena. Our goal is to provide our clients less risk while providing the greatest probability to reach our clients’ financial and retirement goals. We give real advice with real answers to our clients’ questions, while providing realistic analysis to their financial situation. As a Fee Only firm, advice is our product. Our affluent clients only pay for the value added to their portfolio. We are a comprehensive financial wealth management firm, from financial, tax, retirement and estate planning to asset management and tax preparation. Expertise and Specialties: Financial Education and Individualized Instruction Comprehensive Financial Advice with Strategic Tax Planning and Returns Preparation Services Full Professional Trustee Services in-conjunction with National Advisors Trust Tax Wise Retirement Plan Inheritance Strategies and Services

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