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Planning Your Future

Planning Your Future

Strengthen your financial future with FPR’s relationship-driven approach to wealth building.

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Wealth 360 Process

Wealth 360 Process

Our team has developed and refined a process that helps you put together all the pieces of your financial puzzle.

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Our History

Our History

FPR was founded on the desire to provide valuable financial advising through client involvement and education—a mission we will proudly carry out for years to come.

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Our firm is dedicated to the improvement of your financial future.

Our firm is dedicated to the improvement of your financial future.

As lifelong advisors, we’re focused on cultivating thriving relationships and portfolios. What truly sets us apart is our commitment to knowing you intimately and understanding the details of your family, needs and wants, and your financial situation and goals.

With the financial climate continuously fluctuating, our Wealth360 Process is dynamic and adapts to address life’s ups and downs. FPR is here to make sure you are on track to pursuing what is most important to you.

We’re proud to say our dedication to our principles and process has been the driving force behind FPR’s success, including an average client relationship of over 25 years.* We're here to help you achieve your financial goals!

*Results are based on a collection of data from years 1981-2018.

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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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