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 Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Explore the growing influence women wield over the economy with this handy infographic.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Earnings season can move markets. What is it and why is it important?
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
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
For women, retirement strategy is a long race. It’s helpful to know the route.
There are three things to consider before dipping into retirement savings to pay for college.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.