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Additional Services

Whether directly through our firm or via other trusted associates, Financial Planning Resources provides a wide range of services to support the unique needs of our clients.

Our full range of services include:

  • Customized Financial Plan

  • Retirement Income Estimates

  • Life, Disability Income and Long Term Insurance Review

  • Estate Planning Strategies

  • Planning for Wills and Powers of Attorney

  • Trusts and Charitable Giving Strategies

  • Review Income Tax Returns for Tax Savings Opportunities

  • Review Social Security Benefit Strategies

  • Financial Consultation for Family Members

  • Beneficiary Check Up

  • Review Employer Retirement Plans

  • Calculate and Administer Required Minimum Distributions

  • Review Investments held by Outside Providers

  • Attend Meetings with CPA (if requested)

<p>When Should You Take Social Security</p>

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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<p>Countdown to College</p>

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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