CPA Advisors,Trusted Wealth Managers

“FFG has been an excellent partner in helping us understand our finances and plan for the future. In particular for equity-based compensation (RSUs, options, etc.), their guidance has been clear on how to manage everything from offers, to selling, to tax strategies. Very responsive and catered to our specific needs, especially when planning different future scenarios for family planning, retirement, and risk management.”

“As a young business owner, I was advised by my accountant to seek out financial planning services. I interviewed with a number of firms and am so happy that I found FFG and Trevor. FFG has been nothing but attentive, professional, and trustworthy throughout the process. It doesn’t hurt that Trevor is also a CPA! I love that I get highly personalized advice and everyone on the team is exceptionally helpful. As I have worked with Trevor, he has been extremely responsive to any questions I might have and I believe his advice has helped me business grow significantly, plan for retirement, develop good tax strategies, and accomplish personal goals (like purchasing more property!). Thank you FFG!!”

“Our relationship with FFG began in late 2020 as Shelly approached retirement. We interviewed a number of financial firms—both big and boutique—and quickly realized that we wanted to work with a smaller firm that would be a partner in our retirement journey. We spoke with Trevor at FFG during that interview process. When we asked Trevor why he chose his career path, he shared that his father had suffered financially during the 2008 downturn and he wanted to prevent other retirees from experiencing that stress. That story spoke volumes to us about the type of person that Trevor is and how he would work with us moving forward. We have been with FFG since 2021 and continue to be very pleased with our partnership. We value their responsiveness—they are always available when we have a question or concern. Equally as important to us is the sense of business camaraderie—knowing that Trevor is in our corner and will always offer thoughtful input as we navigate this retirement road.”

“I highly recommend Trevor Scotto. He has been absolutely wonderful in guiding my son and I through an important transition and has helped us with every aspect on investing and planning for the future. What sets him apart is not just his sharpness and strategic thinking, but also the fact that he leads a talented team of professionals who cover every aspect of wealth management effortlessly. It’s incredibly reassuring to know that we have such comprehensive support. More than than anything, I appreciate the genuine care he shows for my son and our family. He takes the time to connect with my son on a personal level, understanding his interests and aspirations. It’s clear he wants only the best for us, which adds a personal touch to the professional service he provides. If you’re looking for a financial advisor who is not only knowledgeable but also kind and engaging, I highly recommend Trevor. We are so grateful for his support and expertise!”

“Trevor and his team at FFG have been extremely helpful in working with my family to manage our finances over the past year. In our introductory conversation, we set goals of what we would like to accomplish moving forward together and then discussed the fee structure in a transparent way. There was no pressure or pushiness to rush into a contractual agreement and (unlike other firms) their compensation isn’t reliant on selling you specific financial products. Trevor has a broad knowledge base and has helped me with everything from retirement planning to investment strategies to asset protection. I really appreciate that their team is able to explain complex financial situations in terms that I understand, and outline steps that are straightforward to complete. They are available whenever I need more information or have questions that need to be answered quickly. Most importantly, I feel that they are honest, trustworthy, and truly have my family’s best interest in mind when weighing options.”