Asset Plan Partners

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Our mission is to assist individuals, families, and businesses in planning for their future. Our personal approach provides a guide to pursue your financial objectives.

We strive to enrich the lives of others by teaching effective strategies and the discipline to see them through. Those we serve can expect a caring, professional relationship with a clear focus on their best interests.

Asset Plan Partners help to develop a strategy that is tailored to your unique needs, working to create your own personal Asset Plan for the future. We have access to the broadest range of non-proprietary financial products from which to choose to help accomplish your goals.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.

Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

More Newsletters →

Market Watch

February 08, 2010 @ 04:59 PM

Dow Jones Industrials	9,908.39	- 103.84
Nasdaq Composite	2,126.05	- 15.07
S&P 500	1,056.74	- 9.45

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