Additional Services
Additional Services
Whether directly through our firm or via other trusted associates, Financial Planning Resources provides a wide range of services to support the unique needs of our clients.
Our full range of services include:
Customized Financial Plan
Retirement Income Estimates
Life, Disability Income and Long Term Insurance Review
Estate Planning Strategies
Planning for 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 requested)

Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
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