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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.