Protecting clients, their families, and their assets

FBO

For the Benefit Of

Our mission is to help our clients plan for those who are most important to them.

Our Process

FBO Strategies LLC has built a proprietary estate planning process. Protects against the negative impact of life's events.  Makes sure there are enough assets to support their lifestyle. Transfer their assets to those that are most important to them. 

Other FBO Services

FBO Coaching

Personal financial coaching surrounding your finances not your assets

FBO Consulting

Helping financial firms build an ethical insurance practice

Contact Us

Better yet, see us in person!

We love our customers, so feel free to make an appointment at your place or ours.

FBO Strategies LLC

1700 Bedford street, suite 203, Stamford, CT 06905

(203) 564-9984

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Drop us a line!

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