Different Thesis for a Different Approach

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 At FBO Strategies LLC, our practice focuses on optimizing wealth planning, estate planning, and life insurance strategies.  Historically, life insurance is viewed as the stepchild of the wealth management industry because it is driven by commissions. In reality, a fiduciary is someone who does what is in the best interest of their clients, no matter how they are compensated.  Our thesis is that a properly structured permanent cash value life insurance allocation (CVLA) enhances clients' wealth and estate plans.   To learn more, click on our proprietary  Carbyne Allocation® 

We work with a discerning clientele. Our clients are innovators who continually seek fresh perspectives and challenge the status quo. We add value through providing. We honor their trust by adhering to a Complete Fiduciary Standard, ensuring their needs are always our top priority. Our compensation is based solely on the genuine value we provide, reflecting our commitment to their financial and emotional well-being.