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)

The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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