financial partners

About

Financial Partners is a comprehensive financial firm that specializes in helping clients pursue their desired retirement outcomes.

Story

Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org and www.sipc.org
Investment Advice offered through Financial Partners, a separate entity.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, MA.

Third party posts found on this profile do not reflect the views of LPL Financial and
have not been reviewed by LPL Financial as to accuracy or completeness.

We Make Complex Issues Simple And Straightforward

We understand that financial transitions are complex and can leave you feeling uncertain. As professionals, we have over 40 years of combined experience helping clients grow their wealth for the future, pursue what matters most, and live fulfilling lifestyles. We can help you understand where you are now and show you how to get where you want to be in life without overwhelming you with complicated information.

Our team of retirement planning professionals can help in creating durable strategies that seek to withstand today’s turbulent financial markets. As investment fiduciaries, we are held to the highest standards of ethics and must be able to answer the question, “Is this in the best interests of my client?” for everything we do. To uphold our commitment to you, we anchor our approach to financial management on four fundamental principles:

Confidence: We give you the confidence of knowing that you have a team of experienced professionals looking after your every financial need.

Service: We provide the highest levels of personal service to the clients who become our partners. We show our commitment to your success through responsive, proactive, and compassionate care that emphasizes getting to know you on a personal level.

Integrity: By holding ourselves to a fiduciary level of care, we offer completely objective, transparent advice that we believe helps you work towards desirable outcomes.

Excellence: We are relentless in the pursuit of your success, and we measure our success by your quality of life. We invest in ourselves through advanced professional training, constant research, and continuous monitoring of markets and risk.

Products

We specialize in helping individuals, families, and business owners successfully navigate every financial issue. Many of our clients come to us in moments of transition: retirement, relocation, or business changes, and we help them find clarity about their present and confidence in their future. As retirement planning professionals, we have built a deep well of knowledge about retirement planning and asset management issues. Through our extensive network of professional partners, we can offer additional individual and business services that are carefully coordinated with your overall financial picture.

We assist our clients with the following areas:

Retirement Planning & Income Strategies: Pursue your lifestyle in retirement and manage the risk of running out of money through income strategies designed for today’s markets.

Social Security Strategies: Maximize your lifetime benefits through advanced Social Security claiming strategies.

Prudent Investment Management: Pursuing your wealth for your unique goals through rigorous risk management and prudent strategies for turbulent times.

Insurance & Asset Protection Strategies: Protect what matters most from risk and unforeseen life events.

Comprehensive Financial Planning: Understand the why behind your money and create a custom roadmap for your ideal future.

Tax Preparation & Tax Minimization Strategies: Understand your tax obligations and minimize what you owe the IRS through tax-savvy planning.

Qualified Retirement Plan Management: Understand your fiduciary responsibilities and deliver a higher level of care and guidance for your employees.

Legacy Building & Estate Planning Strategies: Leave a personal legacy of love to your family and the causes you care about.