Financial Planning

Chart Your Course

Financial Planning

We will assist you in reaching your goals, whether it’s planning for your first home, first born or for retirement.  Every step of the way…evaluating, saving, investing and tracking.  From beginning to end we will be there for you and your family.

Retirement Planning

Our advisors will establish a strategy to determine how much of your current income will be required to sustain your retirement years.  Proper planning is important to help ensure you do not outlive your funds. Our advisors take factors such as inflation, rates of return and taxes into account when determining the types of investments that will work best for you once your assets start paying out to you.

Life Changes

Our advisors will establish a strategy to determine how much of your current income will be required to sustain your retirement years.  Proper planning is important to ensure you do not outlive your funds.  We take factors such as inflation, rates of return and taxes into account when determining the types of investments that will work best for you once your assets start paying out to you.

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Development of a Financial Plan

  • Discover where your money goes now [Cash Flow and Budget Sheet]
  • Set realistic financial goals, both short-term and long-term
  • Prepare for the unexpected with Insurance
  • Keep an eye on your credit (www.annualcreditreport.com)
  • Start Saving even if it’s a small amount each month (it adds up)
  • Begin to build a portfolio
  • Keep track of your plan and revisit it frequently
  • Plan for retirement by working with a professional
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Keys to Financial Success

  • Get paid what your worth and spend less than you earn
  • Stick to a Budget
  • Pay off Credit Card Debt
  • Contribute to a Retirement Plan
  • Have a Savings Plan
  • Invest!
  • Maximize your employment benefits
  • Review your insurance coverage
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It all starts with a Conversation…Let’s Talk.

If you need help planning for your future, we're here for you.

Write Us:

info@fpa-online.com

Our Business Hourss:

Mon-Tue: 9 am - 6 pm
Wed-Thu: 9 am - 5 pm
Fri: 9 am - 4 pm

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Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA. / SIPC.. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial Planning Alternatives is not affiliated with Kestra IS or Kestra AS. Financial Planning Alternatives does not provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures.

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