- Tax Planning
- Estate Taxes
- Roth IRA
- Income Tax
- Mutual FundsRemember our definition of dilemma, and my statement of how when faced with one there seems to be no adequate solutions? We have been here before. Nothing has changed, because in the big picture, nothing ever changes. We are long term investors who own diversified portfolios of remarkable companies who have proven their ability to generate earnings which solidifies their ever increasing value. We, and your mutual fund managers, have used cash, or ultra short-term bonds, to purchase stocks (stock mutual funds or exchange traded funds) at incredible prices. This is setting us up to be poised to capture a likely healthy recovery, and be better prepared for our potential next season of growth. It also emphasizes if you have cash beyond your emergency savings (3-6 months of discretionary expenses), and your next six years income needs (or projects and purchases), now is a great time to put it to work.
- Accounting Services
- Financial PlanningThe courses introduce key concepts and practices of wise money management for retirement. The courses are designed for retired individuals as well as those planning ahead for retirement. An optional private financial planning consultation is also included.
- Retirement PlanningAt Financial Professionals Incorporated, we not only help our clients with their financial and retirement planning, we also assist them in implementing their plans. When products are needed, we represent our clients (not product companies) on an independent, objective basis in the following areas...
- Annuities
- Long Term Care
- Asset Management
- College Funding