Strategic Thinking for Your Financial Future Since 1946
Your Goals for the Future. Five simple words. Where you are now versus where you want to be tomorrow. But, how do you get there? Better yet, how do you stay on track when life throws an obstacle into your path? Not so simple after all.
For three generations, the financial professionals of Passmore Planning Professionals have concerned themselves with just that: Accomplishing and Protecting Your Goals. From planning an initial path to success, to adapting during difficult times, and for every step in between until You accomplish Your Goals, we're here to help.
Because, quite simply, helping you to accomplish and protect Your Goals is Our Goal.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
In the face of divorce, making changes to insurance coverage may be overlooked.
Probate can be a completely public process, or it can be managed to include as little information as possible.
There’s a link between debt and stress.
Do you understand these common mobile slang terms?
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When you retire, how will you treat your next chapter?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn about cyber liability insurance in this entertaining video.
Do you know how to set up your financial goals for success? This knight does.