Broker Check
1750 N. University Dr., Suite 209
Coral Springs, FL 33071
Main: (954) 575-5750
Toll-Free: (888) 821-5750

We Are Your Partner in Financial Success

Retirement
Plan
Advisory Services

Learn more

Wealth Management
and
Retirement Income Planning

Learn more

Personal Insurance
and
Estate Planning

Learn more

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

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

View all articles arrow

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.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

View all videos arrow