Broker Check

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

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.
Learn More
Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn More
The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.
Learn More

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.

Contact Us