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

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

Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?

Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Good Care Begins Early
Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Hot Topic: 2010: The Year of the Roth Conversion?
Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

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.

Patching the Alternative Minimum Tax
The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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