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1455 East Tropicana Avenue
Suite 275
Las Vegas, NV 89119

Financial Planning & Management Corporation

(702) 798-5544

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Financial Planning Management Corp.

Empowering clients since 1979

  • Your Goals 
  • Your Aspirations 
  • Your Plans

FP & MC provides expert guidance and strategy support custom tailored for a lifetime of financial security. We offer professional investment advisory services to a broad range of clientele that is individually customized to reach and maintain financial objectives.

In today's uncertain economy, unending tax law revisions and abundance of investment opportunities accentuate the necessity to stay knowledgeable and actively involved.

Please contact us at any time for a free consultation at:

(702) 798-5544 or (800) 785-7778


Helpful Content

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

 

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Surprises

Making the most of surprises is a great reason to work with us.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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