Services

We listen to your needs.  We make sure we understand your priorities.  We make sure you understand your options. Then, we help you plan and execute a sound financial strategy.

Although we partner with a large pool of nationally recognized institutions to offer you a wide range of financial products, the most important thing we offer is the ability to help you make the right strategic and product choices.

We also help you adapt to change. We monitor your strategy every step of the way and periodically review it with you. We help you respond to product changes, market changes and life changes. 

Most financial companies today have their own websites where you can view your accounts online.  However, at F.R. Owen & Associates, we still believe in the personal touch.  We believe that nothing is better than having direct contact with your advisor.  If you wish to set up an online account directly with the insurance company, we can assist you in doing so if you need our help.  But, even with that account access, we are committed to working with you and via in-person appointments, phone or email to keep you up-to-date on your accounts and how they are performing in relation to your financial objectives.

Together, we will create investment, insurance, and retirement portfolios that help you achieve your goals.