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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)

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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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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