Our Products & Services
Comprehensive Financial Planning
Financial Planning Unlimited has the expertise, the planning tools, and the qualifications to deliver a continuous and comprehensive financial planning process for individuals, families, and businesses.
At Financial Planning Unlimited we help bring focus and clarity to your financial picture. We do this by taking a comprehensive look at your financial situation, current needs and future objectives. We are able to help you with expertise and advice in the areas of:
- Investment Management
- Estate Planning and Living Trusts
- Retirement Planning - 401k and IRA Rollovers
- Fixed and Variable Annuities
- Stocks, Bonds and Mutual Funds
- Education Funding
- Insurance - Life, Disability, Health and Long Term Care
- Risk Management and Insurance
- Tax Planning and Preparation
We deliver these services by entering into a personal financial planning relationship with the client and by following a consistent process:
- Establish clear objectives for the client-planner relationship
- Gather information on the client’s total financial situation, including short and long term goals
- Analyze and evaluate financial status and objectives, what they own and why they own it
- Develop and present recommendations and alternatives to better meet the client’s objectives and risk profile Implement the financial planning recommendations that are appropriate
- Monitor accounts and make adjustments as needed to meet the client’s changing situation.
Long-term, comprehensive planning relationships require close cooperation and teamwork with our clients’ other professional advisors to best serve the client’s needs and interests. We strive to develop positive relationships with other advisors in the interest of serving our mutual client’s objectives well.