Comprehensive Financial Planning

No one's life is a straight line. There are always ups and downs, twists and turns. Sometimes we know what's coming, like when we plan for retirement, college or starting a family.

Other times life takes us by surprise, like when we get divorced or lose a loved one. No matter what stage you're in or what transition you're going through, we aim to help you feel more secure or even excited about what's to come through sound financial planning.

 

If you’ve ever asked yourself:

  • Can I retire early?
  • Are my investments appropriate for my situation?
  • What’s a good approach for college savings?
  • What should I have in place to ensure I leave only happy memories?
  • Do I have enough life insurance for my family?

We can help. At Financial Planning Unlimited, Inc. we have the qualifications, the tools, and the experience to deliver continuous and comprehensive financial planning for individuals, families, and businesses. We’ll take the guesswork out of financial planning so that you can focus on what's important to you: your family, your business and your future.

Comprehensive financial planning

 

Our services include:

  • Investment Planning
  • Retirement Planning
  • Estate Planning & Living Trusts
  • Tax Planning & Preparation
  • Education Funding
  • Insurance (Life, Disability, Health & Long-Term Care)

 

Contact us today to learn more about how we can help you achieve your financial goals.

 


 

Retirement Planning

If you're like most people, you've probably given some thought to retirement planning. After all, retirement is often considered to be the biggest financial goal that people have. As people live longer and healthier lives, many are finding that their retirement savings need to last longer too.

From investments, pensions, and social security benefits amongst others, there are many factors to consider when developing a retirement strategy. With economic and market fluctuations, it is important to have a plan that can adapt as needed.

We can help you create a customized retirement plan that takes all of these factors into account. With the right strategy in place, you can enjoy your retirement years with peace of mind knowing your finances are taken care of.

 

Our retirement planning services include:

  • Helping you save for retirement
  • Spending plan in retirement
  • Social Security and Medicare Planning
  • Pension option review
  • Small business retirement plans
  • Estate planning

 

Contact us today to start planning for a fulfilling retirement you’ll look forward to.

 


 

Investment Management

From protecting your portfolio from market volatility to steadily growing your money for decades to come, investing can be a complex and intimidating endeavor.

It doesn’t have to be: at Financial Planning Unlimited, Inc. we specialize in helping our clients build a portfolio that reflects their individual risk tolerance, time horizon and goals. With our assistance, you can confidently navigate the world of investing, achieve your financial goals and make your money work as hard as possible for your benefit. 

 

We take the guesswork out of investing by offering a wide range of services, including:

  • Reviewing your current investments
  • Identifying your risk profile
  • Proposing an investment strategy and portfolio aligned with your goals
  • Tax management strategies
  • Regular portfolio monitoring

 

Contact us today to start building a long-term investment strategy.

 


 

Tax Planning and Preparation

Doing your taxes may be a painful process for most people, but one thing is for certain - everyone loves knowing they did not pay a penny more than they had to.

When taxes are due, many people scramble to get their affairs in order and often overlook deductions and credits that could save them money.  Don't go into tax season blind - we’ll help do the heavy lifting for you so that the taxing process is as smooth as possible. 

With our expert guidance, you can be confident you're getting the most out of your deductions and credits. We’ll help you navigate complex tax codes, stay up to date on new laws and take advantage of any opportunity to reduce your overall tax liability.

 

Our services include:

  • Tax-advantaged education & retirement planning
  • Individual & Trust tax return preparation
  • Charitable giving choices including Arizona Tax Credits and Qualified Charitable Distribution (QCD)
  • Year-round tax planning
 

Contact us today to learn more about how we can help you save money on your taxes.