Income Planning
"Begin with the end in mind." - Stephen Covey What do you think of, when you think about retirement? Do you think about going someplace warm for the winter, owning a beach house, visiting family and friends, or traveling the world? Retirement is meant to be the best years of your life. But, you need...
Advanced Tax Planning
Will you be in a higher or lower tax bracket when you retire? Do you think taxes are going up, going down or staying the same? Your retirement is too important to be based on common retirement myths. "The great enemy of the truth is very often not the lie - - deliberate, contrived and dishonest, but...
Investment Planning
"Most people try to decide what to invest in for "retirement", which is kind of like deciding whether to take a plan, train or automobile before you even know where you are going." - Carl Richards Your investments should have a specific place and purpose where it fits properly into your retirement...
Legacy Planning
Legacy planning is for everyone, not just the very wealthy, yet it is often the least understood part of the Financial Planning process by most advisors. Wouldn’t it makes sense to work with a CPA and Personal Financial Specialist who has been trained in this area? The purpose of Legacy planning is...
Risk Management
Congratulations, you’re finished with your financial plan, but what happens if…… In the final stage of the financial planning process, we’ll run your plan through several “what-if” scenarios to determine what the effect would be on your plan and review potential solutions to help minimize these...
Client Organizer
Your Personal Financial Dashboard The single most important part of your financial life is knowing what you have and where it is. Financial Partners provides clients with their own personal financial dashboard to view and organize their financial lives and more. DASHBOARD: A consolidated view of...
