2250 East 73rd Street
Eagles don’t fly. They soar.
There’s a huge difference between a person who has a financial advisor and a person who has a relationship with their financial advisor—one flies, and one soars.
Trust is earned.
At Financial Planning Resources, our focus is on understanding you, your financial goals, and working toward your financial independence. This is our mission and how we define success.
A goal means nothing without a plan and a process.
No one knows your goals better than you do. Our Wealth360 Process is designed to get you there.
Strengthen your financial future with FPR’s relationship-driven approach to wealth building.
Our team has developed and refined a process that helps you put together all the pieces of your financial puzzle.
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.
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.*
*Results are based on a collection of data from years 1981-2018.
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Systematic Withdrawals in Retirement
When Special Care Is Needed: The Special Needs Trust