Financial Planning Solutions, Inc.

Welcome to our website.  Feel free to look around.  The Learning Center is full of articles, newsletters and a new E- Seminar that allows you to watch a short video clip on several timely topics. Email me personally with any questions.

 

Financial Planning Solutions, Inc. provides the highest level of advice and service to help clients protect their assets, provide income and help meet their financial goals. We specialize in all areas of Retirement, Transition Planning, Medicaid/ Long-Term Care Planning, Divorce Planning, Estate Planning and Investments. We also work with those who prefer their investments to be socially responsible.

  • Advice, Counsel and Guidance. For nearly 20 years, we have been recognized as a leading financial planning firm.  We have helped countless individuals, families and small businesses achieve their financial goals. 
  • We Offer Practical Solutions. We focus on each client's unique situation and help develop a common sense custom plan, returning calls or emails promptly and speaking in plain English.
  • We Listen.  We understand the power of dreams, and we appreciate how difficult it can be to make those dreams come true. You face decisions every day that impact your long-term planning.  Let us help you achieve what's important to you.

 

 "At Financial Planning Solutions, Inc.....
There Are No Problems, Only Solutions."

 

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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