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Leaving Your Lasting Legacy Dog Bites and Homeowners Insurance Finding the Balance Retirement and Quality of Life

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.

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Why Medicare Should Be Part of Your Retirement Strategy

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How Medicare can address health care needs in your retirement strategy.

 

Understanding the Alternate Valuation Date

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Immediate vs. Deferred Annuities

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9 Facts About Retirement

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate how much you have the potential to earn during your working years.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Strategies

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Principles of Preserving Wealth

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Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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Investment Strategies for Retirement

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Make your retirement as exciting as your next vacation.

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Around the country, attitudes about retirement are shifting.

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