About Us - Financial Advisory

About Us

insurance

Insurance Risk Management Planning

insurance

Investment & Services

About Us

After working in the corporate world of financial planning helping the high-net wealth clients and businesses, I found there was a definite need for a trustworthy and reliable “quarterback” for  the small business owners or managers in helping them proficiently manage their financial and potential health risks faced in running their passion.

Running a business (as a business owner or self-employed or entrepreneur) can be rewarding and exciting, but challenging. As a business owner myself, I identify with and understand how you could be the JACK of all trades in running your business and shouldering all the risks. Successful people understand the risks they face and find way to mitigate, control and/or manage those risks.

At FB Financial Advisory we specialized in helping small and medium businesses manage their financial risks faced in running a successful business or practice. Protecting your greatest asset – your ability to generate income.

Our Life Financial Disaster Management Program (LFDMP) gives business owners, private shareholders or partners a strategy to review their financial security requirements today to ensure that they have the best tax-efficient planning and the protection they need, want for the future. Guaranteeing the business value to ensure your business prospers and transition smoothly to the next level or generation.

Saving you TIME! So you can focus on delivery the best service to your customers.
Saving you MONEY! So you can develop a comprehensive tax planning strategy, to keep more of your hard earned money.
Putting YOU first! So when we work for you, your success is our success.

Community Affiliations