At Financial Strategies, LLC, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.

As a member of PartnersFinancial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example,

What are the best strategies for corporations to:

• Prepare for financial contingencies?


• Balance cost and appreciation of fringe benefits?


• Maximize the value of retirement plan benefits?


• Combat erosion of executive benefits?

What are the best strategies for family businesses to:

• Secure the best future for the companies they have built?

What are the best strategies for affluent individuals to:

• Protect financial achievement and assure long term goals?


• Sell their old life insurance policies instead of surrendering them?

What are the best strategies for affluent families to:

• Control the value of their legacy over generations?

We can help you get the answers you need

Financial Strategies, LLC - The Decision Process

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Estimate short-term and long-term federal capital gains taxes

Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation
Estimate the future value of your current savings.

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.

Measuring the Jobs Situation
Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Confident in Consumer Confidence?
The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Get to Know Your Beneficiaries
It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

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