Our Services

The financial planning process at Financial Planning Associates begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.


  • Wealth Management through First Allied Advisory Services - As Investment Advisory Representatives we work with you to build and monitor customized portfolios to fill your needs.
  • Retirement Planning - IRA, 401(k), SIMPLE, SEP, and rollovers / we help you establish your retirement timeline to pursue your retirement goals. 
  • Estate Planning - We work with you and the attorney of your choice to ensure that your plans are complete and properly executed.

  Investment Products and Services

As independent agents we have access to products and services through a vast array of insurance and investment companies.  Products offered are:

  • Annuities  (Fixed, Variable, and Indexed)
  • Brokerage Accounts  (through Pershing LLC)
  • Certificates of Deposit (FDIC insured) 
  • Corporate Bonds
  • Exchange Traded Funds (ETF's)
  • Government Bonds
  • Life Insurance
  • Long-Term Care Insurance
  • Mutual Funds
  • Qualified Retirement Accounts
  • Tax-Free Bonds
  • Unit Investment Trusts (UIT's)