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
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)

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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