Who We Are

Financial Planning Associates, Inc. has been helping our clients reach their goals for more than twenty-five years by using the Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan and by using Markowitz Mean Variance Portfolio Optimization to manage investment risks.

What We Do

Fee-Only Asset Management
Fee-Only Personal Financial Planning
Fee-Only Personal Insurance Consulting

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2nd Quarter Reports and Some Wisdom from Honest Abe.

Our clients’ preliminary 2nd quarter reports have been posted. Final reports, including CPI information will replace the preliminary reports toward the end of the month. Of the twelve investment categories commonly used and shown below, eight were negative for the quarter. Investment Category Representative ETF 2015,Q2 iShares NASDAQ Biotechnology (IBB) 8.51 Vanguard Healthcare (VHT) 4.58 iShares Russell 1000 (IWB) 0.54… Read more →

Your 2014/2015 IRA Contributions, 1st Quarter Reports and Improvements in Technology.

Have you made your IRA contribution for 2014? You can do so now through April 15. Call us at 636.527.5010 if you have questions. Did you know that you don’t have to wait until the following year to make your IRA contribution? You can make your 2015 IRA contribution now. In most cases making your contribution earlier results in a larger… Read more →

2014 becomes 2015, a.k.a., “What now?”

Investment management clients of Financial Planning Associates, Inc., please note that your 4th quarter reports have been posted to your secure web folders. The table below will provide some insight concerning the rewards (or not) enjoyed (or not) by investors in 12 standard investment categories during the 4th quarter of 2014, and during the full year. Investment Category Representative ETF… Read more →