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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are four very good reasons to start investing. Do you know what they are?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.