Main Office:
10762 SE Federal Hwy.
Hobe Sound, FL 33455
772.546.5555
800.450.5754
FAX 772-546-5595
ruthann.vega@jwcemail.com  

Branch Office:
Charles Gilbert, CFP®. CLU
600 Sandtree Drive #203C
Palm Beach Gardens, FL 33403
561.626.3603
charles.gilbert@jwcemail.com 

Questions & Answers

Q. What happens to my own attorney and /CPA?
A.
We do not replace your current advisors. We prefer to work with them and include them in the planning and implimentation phase as appropriate. Our job is to coordinate your authorized plans in a concise and informative manner.

Q. What is my responsibility?
A.
Provide us with accurate information. Choose between alternate recommendations. Be committed to take action.

Q. What will I receive?
A.
Simply put, the plan goal is to find ways to potentially reduce income taxes, increase cash flow, escalate net worth, reduce estate tax, protect family income, improve investment performance with continued advisory services.

Q. How long does the planning process take?
A.
It will vary depending upon your objectives and the recommendations you choose to pursue. A successful financial plan is an ongoing process, not a one time, one solution passage-way to wealth.

Q. What does FPA charge for its services?
A.
Fees vary depending on your needs and desires. The fee for families or indivuals will be considerably less than corporate portfolios because of the time needed to prepare the financial plan. Every fee is discussed and arrived at in advance with the client. There is no charge for the initial 60 minute consultation.

   
 
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA), or Financial Planning Associates, Inc.
Registered Representatives of JWC whose identities and associations with Financial Planning Associates, Inc. are disclosed on this site, may
only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may
be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security
be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful undersecurities laws of such jurisdictions.
Please note that not all of the investments and services mentioned may be available in every state.
Financial Planning Associates, Inc., JWC & JWCA are seperate and unaffiliated entities