Preferred Financial Partners is an independent, world-class, full-service financial services firm that's relationship-focused and purpose-driven. Our unique, and exceptionally diverse, nationwide network of financial professionals – coupled with our veteran, dynamic, and visionary leadership – has rendered us a magnet for some of the country's finest and most promising financial professionals. Welcome to the financial services hub-firm for tomorrow's financial industry today.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?