There's a huge difference between a person who has a financial advisor and a person who has a relationship with their financial advisor-one flies, and one soars. At Financial Planning Resources, our focus is on understanding you, your financial goals, and working toward your financial independence.
This is our mission and how we define success. Strengthen your financial future with FPR's relationship-driven approach to wealth building. Our team has developed and refined a process that helps you put together all the pieces of your financial puzzle. FPR was founded on the desire to provide valuable financial advising through client involvement and education-a mission we will proudly carry out for years to come.
This is our mission and how we define success. Strengthen your financial future with FPR's relationship-driven approach to wealth building. Our team has developed and refined a process that helps you put together all the pieces of your financial puzzle. FPR was founded on the desire to provide valuable financial advising through client involvement and education-a mission we will proudly carry out for years to come.
Services
Throughout the history of Financial Planning Resources, we have prioritized serving our clients and employees and building lifelong relationships. Before the financial planning profession came about, those in the professional fields were often referred to as "single-discipline planners." For example: a stockbroker sold stock, the life insurance man sold life insurance, the CPA did taxes, the attorney drew wills and trusts, and so on.
We have a comprehensive process that aims to help our clients build wealth and piece together their financial puzzle. Using our dynamic Wealth 360 Process, the FPR team provides data-backed guidance on how to best pursue your long-term financial goals. A disciplined process can compound into meaningful results for our clients.
We're not here to simply provide you with services-we're here to serve you to the best of our ability. That's what relationship-driven financial planning is all about. As your advocate, we look out for you and do everything in our power to help you identify possible financial issues that could arise.
We believe everyone should have a written financial plan, and we always provide guidance on this as an integral part of our service without any additional charge. We hold all our employees to a high character standard of self-responsibility and a commitment to always do the right thing.
Living out our investing motto of "Stay on the Train" by using effective diversification where appropriate: investing at reasonable prices and allowing those investments to potentially appreciate over time.These values are all part of our team's client-first approach and our commitment to always putting your needs first.
Living out our investing motto of "Stay on the Train" by using effective diversification where appropriate: investing at reasonable prices and allowing those investments to potentially appreciate over time.These values are all part of our team's client-first approach and our commitment to always putting your needs first.
Our team at Financial Planning Resources has developed and refined our Wealth 360 process to help you put all the pieces of your financial puzzle together. The Wealth 360 process is dynamic, adapting as your life changes and your needs evolve, helping you look to the future with confidence and clarity.
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