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Client Centered Services

At Financial Resource Center, we will work to gain a clear understanding of where you currently stand and help implement actions to help you meet your long term goals.  We offer many services including:

  • Financial Planning
  • Retirement Planning
  • 401k and 403b Rollovers
  • Tax preparation and planning

Financial Planning

Developing and implementing a sound financial plan is one of the most important things you can do for yourself and your family. It can be an overwhelming process, let us help take some of the guesswork out of it. 

We can help you budget properly, better manage your debt, help determine proper savings goals, and help select and manage your investments. 

The sooner you get all these items in good order the more flexible and comfortable your future will be.

Retirement Planning

Determining if you can retire depends on the answers to many questions. Have you saved enough? When should you collect Social Security or Pension benefits? How much income do you need? Should you pay off your mortgage?

The answers to these questions are unique to your specific circumstances. We are here to help answer these questions and determine the best course of action.

401K and 403B Rollovers

When you leave your job you have several options on what to do with your prior employer retirement plan. We will help you understand these options and help you make an informed decision.

Tax Preparation and Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial plan.  Many advisors out-source this planning.  At Financial Resource Center we have the experience and resources to integrate tax planning and financial planning together under one roof. 

We also provide tax preparation services for individuals and small businesses at a cost well below the industry average. 

*Tax services are provided by Financial Resource Center. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Financial & Retirement Planning

Tax Preparation & Planning

401K & 403B Rollovers

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  440-777-0077