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

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

Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?

Financial IQ Test
Take this quick quiz to find out your Financial IQ

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Conserve Your Estate
Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

An ILIT Might Fit
If you are concerned about estate taxes, an ILIT might be the way to go.

Are the Times A-Changin'?
As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

Beat the Big Three What Ifs
Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

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