Products and Services

Financial Resources of America offers a variety of products and services to help you meet your financial goals.

Financial Gourmet^TM

You may read sample chapters from our Financial Gourmet^TM series.

• A Look at the 3 Types of IRAs - Learn about traditional, roth, and stretch IRAs for retirement planning.
• A Look at the 4 Ways to Avoid Spend Down - Learn about long-term care insurance, annuities, pre-paid funeral plans, and gifting.
• A Look at the 5 Key Investments - Learn about different investment vehicles and how you should use them in your financial planning.
• A Look at Planning for Your Family - Learn how wills, revocable living trusts, and probate can affect your financial planning process.
• A Look at Saving on Taxes - Learn about taxes on capital gains, estate taxes, and social security.

Annuities
The use of a specialized type of annuity called an immediate annuity has become a popular tool in planning for long-term care. Learn More