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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)

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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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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