Our Firm

Welcome

 

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Future Retirement Financial and Insurance Services created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance, asset protection and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

 

Comprehensive Financial Planning

 

While all of our clients typically have good advisors – attorneys, CPAs, investment brokers, insurance people – we have found that it's no one's job to take a helicopter view of your entire financial situation at one time, on a cross-disciplinary basis; not just from a legal perspective, not just from a tax perspective, not just from a financial perspective, but looking at your objectives across the board. We work with your current advisors, not replacing them.