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Financial Strategies

You've worked hard to get where you are.

You deserve an advisor who helps you discover and consider a wide range of financial tools to access and balance potential risks and rewards that face you and your loved ones.

Each Financial Planning Resource advisor is backed by a knowledgeable and experienced team of financial advisors and staff. We bring this knowledge and experience to the table every time we meet with you.

Financial Planning Resources listens first, before helping you chart a steady course to your financial goals.

Wealth Preservation

Protecting your principle is key to wealth building and preservation. We are experienced in advising clients on best practices for protecting wealth, including:

  • IRA’s, qualified and non-qualified retirement accounts (including the designation of beneficiaries)
  • Advising and gifting to charitable organizations
  • Advocating for our clients in the disposition of court awards and litigation settlements

Financial Planning

A financial plan is the combination of a statement of your long-term objectives for security and well-being, and a detailed expenses, debt, savings, and investing strategy for achieving those objectives.

We walk you through both the creation and execution of your financial plan, beginning the process with a thorough evaluation of where you are now and where you want to go. Solomon said “Without a vision, the people perish.” Building a financial plan is at the heart of all decision making at FPR.

Estate Planning Strategies

Estate planning is the preparation of tasks that serve to manage your assets in the event of your incapacitation or death. FPR collaborates with your current CPA and attorneys or provide our team of associates that supplement our internal services, including: CPA’s who will provide you with tax strategies to eliminate or minimize taxes, and attorneys who can help with planning assets allocation to heirs and the settlement of estate taxes.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement.
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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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