Larry Rosenthal, CFP®,ChFC, RFC, LUTCF, ChFEBC
President of Financial Planning Services

Host of WAVA's "Making Money Sense" radio show, Saturday mornings from 9am to 10am on 105.1 FM      

Statement to our clients

The world of financial planning is a confusing place.  It’s not easy wading through all the information and choices to find the proper investment(s).  Different strategies require different levels of risk.  Today and going forward, we need to consider how will we be able to put our children through college?  What age can we retire?  What will be our level of income during our retirement years?  How can we reduce our taxes today and in retirement?  How can I pass on my estate to my heirs?  What are all of my choices in the world of Financial Planning and how do I learn what is correct for me? 

There are no quick easy answers, but there are solutions.  Financial Planning Services is a team oriented full service Financial Planning firm.  We personalize in Personal Financial Planning.  This includes, but is not limited to, investment management, retirement planning, estate planning, risk management (insurance) and mortgages.  We have a disciplined approach to personalized financial planning.  Our clients are educated through workshops and/or seminars that we teach in many areas of financial planning.  Click here for upcoming workshops and/or seminar schedules.

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We advise that you take advantage of the many features that we provide such as the portfolio tracking service. (free).

From our site you can gather current quotes and news on individual stocks and funds.  Maintain and update your own personal portfolio and send us any messages and or questions.  Here you can stay up-to-date on relevant financial topics through our on-line Newsletter.  Thanks for being here!  We appreciate your visit.