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

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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.

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Business Cycle

How will you weather the ups and downs of the business cycle?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

View all videos arrow