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Who We Serve
Financial Partners is proud to serve an exceptional group of business owners, corporate executives, consulting partners, and other accomplished professionals and their families.
Every person and organization is different but the objective is the same: enhance the financial well-being and peace of mind of everyone we connect with.
BUSINESS OWNERS & TEAMS
PRE-RETIREES
& RETIREES
PRIVATE
CLIENTS
PROFESSIONALS
FAMILIES
PROFESSIONALS
Comprehensive Services for Business Owners
We believe that business owners and entrepreneurs are the driving force of the economy and their communities. The demands on their schedule and energy are substantial, leaving precious little time for optimizing their lifetime assets and after-tax income. Our role is to provide strategic and unbiased guidance in managing both business and personal finances so they can maximize their return on life.
Business Succession &
Exit Planning
Strategizing for a smooth ownership transition, preserving your business’s legacy and securing financial independence.
Key Person Insurance
Protecting your business from the financial impact of losing key personnel, ensuring resilience and continued growth.
Retirement Planning
Navigating complexities such as risk management, longevity risk, Social Security benefits, and withdrawal strategies to support a secure and comfortable retirement.
Legacy &
Estate Planning
Helping to plan and implement strategies designed to safeguard your wealth to avoid unnecessary taxes, supporting a well-thought-out transition to the next generation.
Financial Modeling
Crafting personalized financial roadmaps that not only match your short-term needs but also consider your long-term financial objectives, healthcare expenses and lifestyle changes.
Charitable Giving
Optimize your philanthropic contributions by structuring donations to maximize impact and potential tax benefits.
Supplemental Retirement Benefits
Enhancing your ability to attract and retain top-tier talent with customized, tax-efficient retirement benefits that distinguish you in the competitive talent market.
Split-Dollar Funding
Offering a balanced dual-benefit life Insurance strategy that simultaneously serves the financial interests of your company and its executives.
Supplemental Disability Benefits
Protect the total income of your key people (in addition to capped Group LTD benefits) in the event of a disability and avoid the expectation that salary will be continued.
Deferred Compensation Programs
Providing tax-efficient income deferral options to enhance your executives’ financial futures while strengthening their commitment to your organization.
Key Person Insurance
Mitigating the operational and financial risks associated with the loss of key personnel, ensuring that your business remains resilient and profitable.
Restrictive Executive Bonus Plans
Aligning executive performance with business goals through customized, performance-based incentives that motivate and reward top-tier work.
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