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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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Guided Wealth Portfolios

Guided Wealth Portfolios

Advanced wealth management with personalized planning service and advice.

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Start Now

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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.*

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

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Stay Up To Date

<p>Do You Owe The AMT?</p>

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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<p>Caring for Aging Parents</p>

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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