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.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Rightsizing for Retirement
What does your home really cost?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Military families face unique challenges, making personal finance even more critical.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.