Summary of Services

Financial Decision Partners offers comprehensive and objective financial planning and investment services. We partner to assist you to provide vision, service, and pathways in the following areas.

Investment Management

Construction, implementation, and ongoing management and reporting of your investment portfolio to secure appropriate risk-based returns

Retirement Planning

Develop plans for projection of future cash flows and net worth during your retirement, analyze your distribution alternatives, consolidate your retirement accounts for better management, and provide recommendations for your pension optimization

Budget Analysis

Determine your sustainable portfolio withdrawal rates, introduce your tax-advantaged distribution strategies, and analyze your current versus future lifestyle sustainability

Benefits Evaluation

Analyze comparison of health and disability insurance coverage alternatives, and evaluate your deferred retirement plan opportunities

Income Tax Planning

Harvest tax losses by generating your securities basis reports, maximize your itemized deductions, and coordination with your accountants

Estate Planning

Consult with you regarding asset protection and gifting strategies, coordination with attorneys for wills and trust preparation, and plan minimization of estate taxes

Special Needs Planning

Assist you with in the financial planning for family members with special needs considerations to plan and protect social services benefits of Social Security and Medicare, coordinate with attorneys for legal document preparation, and plan for funding Special Needs Trusts

Insurance Evaluation

Discuss and evaluate your insurable needs and existing coverage, compare your current insurance policies with alternatives, and seek your appropriate, most cost-effective insurance in market