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.
When Markets React
When markets shift, experienced investors stick to their strategy.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Lifestyle considerations in creating your retirement portfolio.
Here are 5 reason why you may consider working through retirement.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know these three personal finance sayings?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?