ABOUT FINANCIAL PARTNERSFinancial Partners was founded on the premise that clients are best served when their trusted advisors collaborate to provide prudent cohesive advice. Whether you are just beginning to build a team or you have one in place we welcome the opportunity to work with you to provide you the best advice. We are dedicated to providing insightful investment management and strategic wealth planning that is right for you. We strive to be our client’s trusted advisor. We have a comprehensive knowledge of all investment instruments and opportunities, and will tailor these to your needs and future plans. |
OUR SERVICES
INVESTMENTS
We offer sophisticated wealth management solutions for high net worth and mass affluent clients by providing access to a wide choice of services, products and innovative investment strategies.
CLIENT ORGANIZER
Your Personal Financial Dashboard The single most important part of your financial life is knowing what you have and where it is. Financial Partners provides clients with their own personal financial dashboard to view and organize their financial lives and more. Dashboard: A consolidated view of...
INSURANCE
The main purpose of life insurance is typically to provide a death benefit. The appropriate policy for you is one that takes into account your needs and goals, has the potential to preserve your wealth during your lifetime and help you transfer the most wealth possible to your beneficiaries.
CORPORATE BENEFITS
Financial Partners’ ongoing retirement support gives you a distinct advantage in attracting and retaining top talent and positioning employees for long-term financial stability.
PARTNERS PROGRAM
Your clients sometime look to you for recommendations and referrals beyond your expertise. By forming a strategic partnership with Financial Partners you can expand the range of services that you offer, while maintaining your independence.
FINANCIAL PLANNING
Financial Partners takes the time to understand what you want out of life – for yourself and for your family. We then employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals.