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FPA Client Presentation Tools That Build Client Relationships

"Now we can help your clients organize important financial documents"

Want to order? Call us! 800-232-6937 X 135

FPA Cases Enhance Your Professional Image and Strengthen Your Credibility!

We recognize our members have many needs, so we're always on the leading edge of helping you develop and enhance all aspects of your financial planning practice. Building client relationships is essential to growing your business.

To help you, we offer a complete line of custom client presentation tools perfect for client meetings and financial reviews.

In addition, FPA Members can take advantage of special member pricing. Call us today! We'll ship your order within 48 hours.

"Just want to let you know that my
clients love this file case!
Helping clients to organize their
financial documents has furthered my value to them."

—Christopher T. Hatch, CFP ®, CLU

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FPA Client Filing System (members)
FPA Client Filing System (members)
Non FPA Member Price $49.95
FPA Member Price $39.95
You Save $10.00!

30 Royal Blue Hanging Files and Tabs
You can purchase the exclusive FPA set of hanging files and financial tabs separately.

Please contact us if you would like to order a
Three pack - $99.95
or Five pack - $159.95
FPA Junior Financial Planning Document Case (members)
FPA Junior Financial Planning Document Case
Non FPA Member Price $199.00
FPA Member Price $149.00
You Save $50.00!

Smaller but Still as Valuable
At some point, you may be working with clients who require modified financial services. Under those circumstances, you may want a smaller financial documents case. We have developed a low-profile case that maintains the same high quality construction but contains fewer files.
FPA Financial Planning Document Case (members)
FPA Financial Planning Document Case (members)
Non FPA Member Price $249.00
FPA Member Price $195.00
You Save $54.00!

Working in financial services, you probably realize that planning consists of as much art as science. Clients come to expect and rely on your advice and guidance. You are their trusted advisor.
FPA Executive Stationery Set (members)
Non FPA Member Price $175.00
FPA Member Price $129.00
You Save $46.00!

VIP Clients Will "Note" Your Professionalism!

Sure to occupy prime real estate on any client's desk, these stationery sets feature quality craftsmanship. This classically styled gift includes free personalization. Show your key clients you truly value your business relationship. Exterior measures 11" X 8" X 3½".

Executive Stationery Refill Pak
Executive Stationery Refill Pak
Your Price $24.95

Includes 50 imprinted French fold notes and 50 envelopes
Bonded Leather FPA Client Presentation Portfolios (members)
Bonded Leather FPA Client Presentation Portfolios (members)
Non FPA Member Price $39.95
FPA Member Price $29.95
You Save $10.00!

Non FPA Members Click Here

Unsurpassed Quality
Made from high quality leather fiber and bonded to an elegant soft suede liner with a polished brass snap closure, this presentation portfolio has a super price to match its super look and feel!

FPA Pro Tour Golf Case With a Dozen Top Flite Golf Balls (members)
FPA Pro Tour Golf Case With a Dozen Top Flite Golf Balls
Non FPA Member Price $149.00
FPA Member Price $129.00
You Save $20.00!

Golf Gifts and Awards...

You can use our Golf Cases as awards at client golf outings and matches, or for interoffice competitive events. Also, reward key employees for years of loyal service!
FPA Golf Ball Case With a Dozen Top Flite Golf Balls (members)
FPA Golf Ball Case With a Dozen Top Flite Golf Balls
Non FPA Member Price $139.00
FPA Member Price $119.00
You Save $20.00!

Golf Gifts and Awards...
You can use our Golf Cases as awards at client golf outings and matches, or for interoffice competitive events. Also, reward key employees for years of loyal service!

FPA Pro Tour Golf Case (members)
FPA Pro Tour Golf Case
Non FPA Member Price $119.00
FPA Member Price $99.00
You Save $20.00!

Golf Gifts and Awards...
You can use our Golf Cases as awards at client golf outings and matches, or for interoffice competitive events. Also, reward key employees for years of loyal service!
FPA Golf Ball Case (members)
FPA Golf Ball Case
Non FPA Member Price $109.00
FPA Member Price $89.00
You Save $20.00!

Golf Gifts and Awards...
You can use our Golf Cases as awards at client golf outings and matches, or for interoffice competitive events. Also, reward key employees for years of loyal service!