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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Beware of these traps that could upend your retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Lifestyle considerations in creating your retirement portfolio.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.