OUR services
Financial Services
Our streamlined financial planning process helps you define and achieve your goals. We identify your values, set clear objectives, and collaborate with your advisors to create customized strategies. Our comprehensive approach covers your current financial situation, risk management, investment, retirement, tax, and estate planning. Starting early enhances your chances of success.
Services Include:
- 403B/457 Setup
- Annuities (Fixed Indexed, Guaranteed Income)
- Asset Protection
- Charitable Giving
- College Funding
- Estate Planning (Wills, Trusts, Estates)
- IRA & 401(K) Planning
- Rollovers
- Lifetime and Retirement Income Planning
- Safe Money Options
- Social Security
- Tax Advisory and Planning
Insurance Services
- Critical Illness Insurance
- Dental Insurance
- Disability Insurance
- Fixed Indexed Annuities
- Funeral Trust Insurance
- Health Insurance
- Indexed Universal Life Insurance
- Life Insurance
- Living Benefits Insurance
- Long-Term Care Insurance
- Medicaid Crisis Planning
- Medicare Insurance
- Medicare Supplemental Insurance
- Mortgage Protection Insurance
- Short-Term Major-Medical Insurance
- Vision Insurance
Our firm specializes in safeguarding retirement nest eggs through these insurance products and various financial planning strategies. Protect your future income with our expertise.
Estate Planning
Retirement
We are Family Financial Associates, Inc. professionals. We take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on?
Medicare
What is Medicare and What Does it Cover?
Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.
Some of our Medicare Services include the following, but not limited to:
- Medicare Insurance
- Medicare Supplemental Insurance
- Medicaid Crisis Planning
Tax Planning
At Family Financial Associates, Inc., we recognize the pivotal role of tax planning in retirement. Our Tax Services, including Advisory, Planning, and Minimization, are backed by dedicated in-house tax planners. We ensure precise Personal Income Tax Preparation using sophisticated software and staying updated on current tax codes.
Our Tax Preparation services cover federal, state, and local returns at competitive rates, with comprehensive representation services before the IRS and authorities. Proactive Tax Planning monitors changes to minimize liabilities and includes tailored compliance systems to prevent late filing penalties.
Beyond tax preparation, our Sales Tax Services encompass thorough filings and audit representation. We also excel in Estate, Gift, and Trust Tax Return Preparation for federal and state requirements.