The Partners Network

Helping you write the story of your life…

The Partners Network is dedicated to helping individuals, families, and businesses plan for and realize their financial goals. We have offices throughout Florida - Ft. Lauderdale, Boca Raton, Orlando, and Melbourne. Through our offices, we provide financial services to several thousand clients - each with unique financial needs. Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all that we do.

At The Partners Network, we embrace a team philosophy when working with our clients. Each representative is responsible for understanding his or her client's financial picture and for providing the appropriate resources to meet a wide variety of needs. Life insurance, disability income, annuities, mutual funds, and long term care insurance form the core of our product portfolio.

Our organization is comprised of a dedicated team of professionals with extensive experience in finance, insurance, and investments. Our behind-the-scenes group specializes in the areas of business continuation, retirement plans, estate conservation, compliance, along with pre- and post-retirement planning and individual insurance needs.

We encourage our clients to integrate existing relationships with their trustees, attorneys, accountants, and other professionals to ensure that our representatives can take a comprehensive approach when creating their financial solutions.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

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