Our Services

Financial Strategies

You've worked hard to get where you are. You deserve an advisor who understands and considers a wide range of financial tools to assess and balance potential risks and rewards. Each Financial Planning Resource advisor is backed by a knowledgeable and experienced team of financial advisors and staff. We bring this knowledge and experience to the table every time we meet with you.

Financial Planning Resources listens first to help chart a steady course to your financial goals.

Wealth Preservation I Financial Planning I Estate Plans

Investments

We believe long-term growth comes from a consistent and steady investment philosophy. We look for time-tested, diversified investment strategies that balance long-term, upside potential with downside protection. For more than 50 years we have served our clients by adhering to this philosophy, even during a decade of unmatched financial market volatility.

Financial Planning Resources carefully considers your risk tolerance and investment goals, so you are comfortable with your investments.

Mutual Funds and Stocks I Annuities I Managed Accounts I Alternative Investments

Retirement

A life’s work should be rewarded with a comfortable and independent retirement. We work closely with you to build a long-term plan for retirement that considers taxes and expected investment returns to help you retire when you are ready. Once retirement begins, we’ll work to preserve your nest egg and plan for the income you need to do the things you enjoy.

Financial Planning Resources will work with you to plan for retirement on your terms.

Individual Retirement Accounts I Small Business Retirement Plans I 401Ks
Retirement Distribution Strategies

Insurance

Our investment philosophy begins with capital preservation, so you can be confident in your financial future. Insurance is a vital part of this philosophy. Life is full of all sorts of hazards that can threaten your financial dreams. A sound insurance plan can help protect you from these risks and protect you along life’s journey.

Financial Planning Resources will help you assess your risks and offer options to address any challenges to your financial security.

Life I Disability I Long-term Care

Full Range of Services

We either provide, or facilitate through other professionals, a wide range of financial services to support our clients, including:

 

 

  • Customized Financial Plan

  • Retirement Income Estimates

  • Life, Disability Income and Long Term Insurance Review

  • Estate Planning

  • Wills and Powers of Attorney

  • Trusts and Charitable Giving Strategies

  • Review Income Tax Returns for Tax Savings Opportunities

  • Review Social Security Benefit Strategies

  • Financial Consultation for Family Members

  • Beneficiary Check Up

  • Review Employer Retirement Plans

  • Calculate and Administer Required Minimum Distributions

  • Review Investments held by Outside Providers

  • Attend Meetings with CPA if Request

Diversification can not ensure a profit or protect against a loss.
Fixed insurance products and services may be provided by a third party.Please consult with your representative to confirm on which company's behalf services are being provided.
NPC does not provide legal advice.

Estate planning can involve a complex web of tax rules and regulations. Be sure to consult with a qualified tax professional before taking any specific action or engaging in any strategy.