Comprehensive Financial Solutions for Every Stage of Life
From retirement planning to tax strategies, our tailored services are designed to help you make smart decisions, grow your wealth, and achieve lasting financial security."
Financial Planning
Comprehensive Financial Planning all the way down to segmented niche planning per each clients needs
Business Planning
Comprehensive Business planning as well as segmented business planning to include Benefits Planning Succession Planning Owner / Executive Comp Business Buy / Sell agreements
Education Funding Planning
Education Savings Accounts
529 Plans
Loan Options
Scholarship options
Retirement Planning
Accumulation
Distribution Planning
Insurance Planning
Review Property and Casualty Coverage: Homeowners, Auto, and Umbrella Policies
Review Personal Coverage: Health, Life, Disability, and Long-Term Care
Investment Planning / Management
Asset Allocation
Risk Management
Estate Planning
Beneficiary Designations
Will and Trust Review
Powers of Attorney
Tax Planning
Review 1040 Personal Tax Return and Schedules
Review Business Tax Returns
*This information does not constitute advice in the area of legal, or tax advice. it is your responsibility to seek guidance and advice of your own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.
Timothy J Hummel, Steven A Newman, and John J Langford are registered with and offer securities through Kovack Securities, Inc Member FINRA / SIPC 6451 N Federal Highway, Ste 1201 Ft LAuderdale, FL 33308 954-782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered Investment Advisory Firm. Strategic Planning Partners, LLC is not affiliated with Kovack Securities, Inc or Kovack Advisors, Inc. Registered Representatives may only conduct business with residents of the states and/or Jurisdicition for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee , approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc or Kovack Advisors, Inc.
For The Future
Retirement Planning
Build a secure future with a strategy designed to protect your lifestyle and give you peace of mind through every stage of retirement.
Growth Mindset
Investment Management
Grow and protect your wealth with a portfolio tailored to your goals, risk tolerance, and long-term vision.
Accountability
Budgeting & Debt Reduction
Take control of your finances with a clear plan to manage expenses, reduce debt, and create room for growth.
Preparation
Tax Strategies
Maximize your returns and minimize your liabilities with proactive tax planning that keeps you compliant and confident.
Why Fin Advisor?
Frequently Asked Questions
Clear answers to help you make confident financial decisions.
What types of clients do you work with?
We work with individuals, families, and small business owners who want to take control of their finances and plan for the future. Whether you’re just starting out, preparing for retirement, or managing complex investments, our advisors can help.
How do I get started with Fin Advisory?
Simply schedule a free consultation through our contact page or give us a call. We’ll discuss your goals, review your current situation, and outline a personalized strategy to help you move forward.
Are your financial plans customized?
Yes — every financial plan we create is tailored to your unique goals, lifestyle, and risk tolerance. We don’t believe in “one-size-fits-all” advice, so you’ll always receive strategies designed just for you.
Do I need a large investment to work with you?
Not at all. We work with clients at all stages of their financial journey. Whether you have a modest savings account or a substantial portfolio, we’ll help you create a plan that maximizes your resources and builds toward your goals.
Get Started
Want to work with us?
Let’s create a personalized financial plan that puts your goals within reach — starting today.
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Timothy J Hummel, Steven A Newman, and John J Langford are registered with and offer securities through Kovack Securities, Inc Member FINRA / SIPC 6451 N Federal Highway, Ste 1201 Ft LAuderdale, FL 33308 954-782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered Investment Advisory Firm. Strategic Planning Partners, LLC is not affiliated with Kovack Securities, Inc or Kovack Advisors, Inc. Registered Representatives may only conduct business with residents of the states and/or Jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee , approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc or Kovack Advisors, Inc.