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
How Income Taxes Work
A quick look at how federal income taxes work.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.