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What We Do

Fireside Financial Partners was created for the client experience. By partnering together, we believe we can deliver a better understanding of financial planning concepts and strategies that could assist you in pursuing YOUR goals which include, but are not limited to:

  • Free Portfolio Review & Analysis
  • Comprehensive Financial Planning
  • Investment Strategies
  • Wealth Management
  • College Funding
  • Tax Management Strategies
  • Pension Maximization
  • Social Security Planning
  • Estate Preservation & Transfer Assistance
  • Insurance-Life, Disability & Medicare
  • Medicare Supplements
  • Long-Term Care Strategies
  • Charitable Giving
  • First Diagnosis Cancer Insurance
  • Strategic Life Planning Binder
  • Ability to work with YOUR Estate Attorney 
  • Ability to work with YOUR Tax Professionals
  • ETC...

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (269) 685-5000