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

Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan
How Long Will Your Funds Last?

Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.

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Insurance for Your Whole Life
If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

The Land of Income Mobility
In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Ready or Not, You're Retired!
In 2009, 47% of retirees left the workforce earlier than they expected.

Don't Let a Disability Cripple Your Family's Finances
One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

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