Financial Planning Unlimited, Inc. has been providing financial planning and investment advisory services since 1981. Our goal is to ensure that we provide you with the very best customer service and the benefit of our collective experience and knowledge in the financial world.
Today’s economic environment presents many challenges. However along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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."
Knowing the rules may help you decide when to start benefits.
The true cost of raising a child may be far more than you expect.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Learn a little about worldwide currency in this fun infographic
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.