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WE'RE YOUR PERSONAL FINANCIAL RESOURCE

Personalized Financial Resources (PFR) offers you the essential professional talent needed to make informed decisions and to create the coordinated financial overview necessary in today's complicated economic environment. We complement, not replace your current advisors, as well as draw upon accountants, attorneys, and other professionals. Together we work on a plan for your financial freedom. Ours is a team approach.

RETIREMENT PLANNING

FINANCIAL ANAYLASIS

PERSONALIZED SERVICE

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck