The Partners Network

Helping you get from here to there…

The Partners Network- The Innovative Financial Solution Leader is dedicated to helping individuals, families, and businesses plan for their roads ahead and realizing their financial goals and desires.  Whether you are traveling down the retirement super highway or navigating the back roads of protecting your family, your business or your way of life, we are here to help.  Using our guided disciplined approach together we can help you get From Here To There.

We have offices throughout Florida - Boca Raton, Orlando, Sarasota and Melbourne. Through our offices, we provide financial services to our 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, bankers and other professionals to help ensure that our associates can take a comprehensive approach when creating their financial solutions.  We want to be sure that everything and everyone are working together and going down the road in the right direction. . .  So that you have total knowledge of everything that is “In The Box”.

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

More Newsletters →

July 31, 2010 @ 02:25 PM

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