The Partners Network : Home

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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

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

Savings Goals

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

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