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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Gaining a better understanding of municipal bonds makes more sense than ever.
Why have the markets been so volatile recently?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What does the Tax Reform and Jobs Act mean for you?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
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.
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
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a quick guide to checking to see if you have unclaimed money.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When markets shift, experienced investors stick to their strategy.