Building A Financial Plan Tailored To You
A customized financial plan serves as the “how-to” for pursuing and achieving your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline the process we use for building your financial plan.
Formidable Asset Management is a registered investment advisory company that offers wealth management, insurance, financial planning, Alternative Investment Management, and business consulting. We offer a wide range of investment services and custody and clear all our accounts through Raymond James Financial.
We have employed Raymond James to custody and clear our accounts. They are a service portion of our business and offer reporting and accounting for accounts held there. We are not relegated to use them exclusively and we do continue to expand our footprint using other vendors with the goal of achieving financial objectivity for our clients.
Formidable Financial Services is a wholly owned subsidiary of Formidable Asset Management as well as an Ohio State licensed insurance agency offering life and health insurance products. Our services include index annuities, fixed annuities, life insurance, term life insurance, disability insurance, and long-term care insurance.
The Formidable Fund is a long short hedge fund that is run by the principals of Formidable Asset Management. It is designed to achieve absolute return and is actively managed through fundamental analysis, quantitative analysis, and probability analysis with the goal of achieving better than stock market-based performance.