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Helpful Tools for Every Life Stage

Explore FAN’s bulletins, videos, and calculators to support your financial journey with clarity.

FAN Bulletins

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Estate Planning Essentials for Everyone

June 8, 2026

Estate Planning Essentials for Everyone

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1st Quarter 2026 Newsletter

April 27, 2026

1st Quarter 2026 Newsletter

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Understanding Equity Market Volatility

March 10, 2026

Understanding Equity Market Volatility

Recent conflict in the Middle East has added new uncertainties for equity investors. When record highs continue to be exceeded and portfolios are reaching new levels, it’s easy to forget that market volatility is still possible and is very much a part of stock investing. Sadly, when volatility resurfaces, many investors begin to panic and sometimes make rash and emotional decisions with their portfolios.

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How Much Do I Need to Retire?

June 17, 2026

How Much Do I Need to Retire?

A Data-Driven Framework for Long-Term Sufficiency

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How to Create the Best Retirement Portfolio

June 17, 2026

How to Create the Best Retirement Portfolio

Portfolio Allocation: Retirement Strategies

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8 Essential Retirement Income Strategies

June 17, 2026

8 Essential Retirement Income Strategies

Financial Advice—Retirement Planning

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Team Bios

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Rod Kamps

Rod Kamps

President & CEO

CFP® AIF®

Rohan Nakrani

Rohan Nakrani

Portfolio Manager

CFA MBA

Amar Patel

Amar Patel

Tax Director

CPA CFP®

Brian Douglass

Brian Douglass

CCO & Retirement & Tax Advisor

MBA CFP® AIF® EA

FAN Videos

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Who We Are

Who We Are

Retirement Education

Retirement Education

Financial Planning

Financial Planning

The Dress Rehearsal

The Dress Rehearsal

NITROGEN

NITROGEN

Riskalyze is a portfolio risk analysis tool that we use with clients to help them better understand their portfolio’s current and desired risk level.

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Insurance Quote

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