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Our Mission:	We assist seniors build, protect and preserve their assets.	Our Strategy:	To increase cash flow and net worth, while minimizing taxes for our clients.

"We will show you how to make your money last as long as you do"		The Financial Planning Center is a proud member of the Better Business Bureau
The Panama City Financial Planning Center offers a complimentary financial consultation which includes a comprehensive financial analysis specifically designed for each client. One of our qualified analysts will develop a financial plan for you with the recommended financial tools necessary to meet your personal financial needs. Your analyst will also guide and assist you in implementing your plan. Your analyst will be available to meet with you regularly (annual meetings recommended) to update your analysis and ensure that your objectives and future needs are being met. A great amount of time and resources are required to stay up to date with our constantly changing tax laws, changing estate settlement options and the volatile economic conditions. Your financial analyst will stay up to date and keep you informed of any changes that affect you via newsletters, seminars, workshops and other means of communication.
That is why you need our professional financial analysis. After all, what good is plan for today if it is not kept current for tomorrow?
		Want to learn more? Please browse our website! We have information on reverse mortgages that can provide tax free income and working capital. Our site also offers a monthly newsletter, webinars, a schedule of upcoming financial planning seminars, and other financial planning resources.