We Are Your Partner in Financial Success
Financial Partners is a comprehensive financial firm that specializes in helping clients prepare for their desired retirement outcomes and protect what matters most from unforeseen events. We also help retirement plan sponsors understand and uphold their fiduciary responsibilities.
Our clients come to us from all walks of life and share a desire to achieve confidence in their vision of the future by partnering with a passionate team of financial and retirement specialists. We help them answer questions like:
- Will I run out of money in retirement?
- How can I protect my loved ones from risk?
- How do I protect my lifestyle from turbulent markets?
- Am I at risk as a plan sponsor?
- Is my qualified retirement plan in compliance with regulations?
If you have questions about your financial future, we can help you find clarity in the present and confidence in your future.
Helpful Content
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
U.S. Personal Savings Rate
What can be learned from the savings rate?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Simple steps may help you foil hackers and protect your privacy.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.