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.

Especially noteworthy are the FPA Financial Planning Document Cases. These handcrafted North American Cherry and Canadian Maple file cases are beautifully designed and contain a comprehensive, exclusive hanging file system that allows your clients to easily organize and access their important financial documents, including their current plans, wills, trusts, insurance, and investments.

Helping clients and their heirs organize important documents is an essential ingredient in developing long-lasting client relationships.

In addition, we offer a selection of client appreciation items, including a solid cherry stationery set and golf ball case.

Please take a moment and review our latest catalog. There is something here for every client or prospect.

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