Asset Plan Partners

Our mission is to assist individuals, families, and businesses in planning for a secure future.  Our personal approach provides a guide to achieving financial peace of mind.

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.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Check Your Credit Score

Knowing your credit score and understanding its significance are important because the number can directly affect the interest rates you pay for mortgages, car loans, and credit cards.

Life Insurance Goes to College

Life insurance is usually thought of in terms of tragic outcomes, but if life goes as planned, you may still be able to use it to send your kids to college.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

More Newsletters →

May 22, 2008 @ 03:27 PM

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