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)

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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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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