Financial Partners, Inc.

We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s valued advisor. As advisors, our primary focus is to provide professional opinions that are designed to pursue long term investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of integrity and respect while always collaborating using a team approach.

Melvin "Mel" Jacobson

Wealth Advisor
In his role, Mel strives to address the individual needs of each of his clients while taking into account their financial objectives – striving to...

Cory Marlow MBA

Wealth Advisor
Cory believes that by understanding where his clients are coming from and where they’re heading, he and his team will be better able to provide them...

Tracie Dygert

Administrative Assistant
As an administrative assistant with Financial Partners, Inc. since 2007 Tracie Dygert has been committed to providing support to her colleagues and...

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Video Library

Bull-Time Investor | Roth IRA vs. Traditional IRA

Apr 24, 2018

Bull-Time Investor | 401K Basics

Apr 24, 2018

Bull-Time Investor | Debt Repayment Strategy

Jan 22, 2018

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

You generally have to start taking withdrawals from your IRA, SEP IRA, SIMPLE IRA, or retirement plan account when you reach age 72 (70 ½ if you reach 70 ½ before January 1, 2020). Roth IRAs do not require withdrawals until after the death of the owner.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

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