Tooele, UT N Main St Office
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F2 F Retirement, LLC
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About
F2F Retirement, LLC is a state-registered investment adviser that primarily serves individual clients and, occasionally, small businesses and non-profits, providing portfolio management and financial planning services. The firm offers a free initial consultation, comprehensive written financial plans, annual plan reviews, and both discretionary and non-discretionary portfolio management engagements.
Portfolios are generally managed on a discretionary basis and the firm employs both fundamental and technical analysis — including charting and stock screeners to identify trends and timing — when selecting investments. Recommended holdings may include exchange-listed stocks, mutual funds, index funds, ETFs, stock options, bonds, annuities and, in rare cases, private placements, and accounts are monitored regularly with monthly reviews tied to fee calculations.
Several of the firm’s investment adviser representatives hold active insurance licenses and may sell insurance and annuity products for separate commissions; the brochure discloses this potential conflict of interest and requires representatives to inform clients when such recommendations are made. The firm also highlights bilingual capability (Spanish), long industry experience among its advisers, a client base focused on non‑high‑net‑worth individuals, and client communications such as a quarterly newsletter.
Based on F2 F Retirement, LLC
Expertise
Based on F2 F Retirement, LLC
Location
185 N Main St, Ste 601
Tooele UT 84074
Advisors at this office
2
Advisors at this office
Philip E
Series 63, Series 66
Tooele, UT
F2 F Retirement, LLC
Philip Eldredge is a financial advisor at F2F Retirement, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and TD Ameritrade in various roles. Additionally, he sells life insurance as an independent agent, a business he began while at Fidelity. F2F Retirement, LLC is a state-registered investment adviser serving primarily individual clients, as well as small businesses and non-profits. The firm provides portfolio management and financial planning services, employing both fundamental and technical analysis in discretionary portfolio management.
Lance M
Series 63, Series 65, Series 66
Tooele, UT
F2 F Retirement, LLC
Lance Mccubbins is a financial advisor with F2 F Retirement, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with F2 F Retirement since 2011. In addition to his advisory role, he owns L7 Insurance, where he sells life insurance, annuities, and other health-related policies. F2 F Retirement primarily serves individual investors with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis, offering active strategies that may include options and margin, and provides clients with educational communications and periodic seminars.
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