Our Services

At Financial Professionals Incorporated, we not only help our clients with their financial and retirement planning, we also assist them in implementing their plans. When products are needed, we represent our clients (not product companies) on an independent, objective basis in the following areas:

Fee Services for Advice

  • Comprehensive Planning
  • Retirement planning
  • Estate planning
  • Philanthropic planning

Investment and Retirement Income Planning

  • IRAs and Roth IRAs
  • Mutual funds and ETFs
  • Annuities
  • Tax-Sensitive Non-IRA Investments

Risk Management

  • Life Insurance
  • Long-Term-Care Insurance
  • Disability insurance
  • Hybrid Life/Long-Term-Care Insurance