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.
Helpful Content
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.