Our Services

There’s no canned approach or prescription to satisfy your financial health. FHP is your friend, mentor and guide to the future–offering tailored-made solutions to secure your family, goals and legacy.

It all starts with a simple conversation, discussing what matters the most to you. Whatever you’re trying to accomplish, we are here to chart your financial course and help fulfill your life goals.

Financial Planning & Goal Setting

After learning about your goals, we assess each component of your financial affairs to ensure they’re working to build and preserve your financial health.

Retirement Planning & Saving

Allow us to help you thrive today and work towards a comfortable retirement. We consider your current income, savings and spending to determine a plan that works within your timeline.

Risk Management

We will help you build a financial safety net in case of illness, loss of work or family emergencies. FHP also offers insurance solutions for personal, family, health and employment reasons.

Real Estate & Mortgage Planning

Our team can help you determine if a real estate purchase is within your budget – and if it aligns with your long-term financial goals. We offer you clarity and assurance through this large purchase and tense experience.

Investment Strategy

Our simple yet effective approach to investing gives purpose to every dollar spent and can easily be adjusted through changes in your life, income and the economy.

Estate & Legacy Planning

Estate planning is a vital component of your financial health. Whether you’re building a family or planning a legacy, managing your estate can offer your family ongoing comfort even after you’re gone.

Employer Benefit & Retirement Plan Strategy

We are experts on employee benefits, executive packages, retirement plans and corporate contracts. FHP can help determine plans of fair costs that contribute to a proactive company culture.

What our clients have to say:

Nic is a tremendous advisor. Extremely professional, kind, and forward-thinking. I've been impressed with his model of financial health since beginning to work with him almost 10 years ago. Not only do I feel secure in the knowledge that my most important assets are protected, but I am also impressed that - with Nic's advice - I've been able to generate comfortable savings for my future.

Nic is a trusted advisor and friend. He ensures our family needs to address the fine balance of risk vs reward. Nic’s amazing at challenging us in what the most important needs are for our short, medium and long-term goals. If you use boxing as an analogy, Nic is your cornerman and tells you when to punch or stay off the ropes. He’s professional, trustworthy and is your partner in your investment strategy.