Strategic Financial Partners
As the financial representative at Strategic Financial Partners, our vision is to become one of the industry's premier distribution organizations that are known for professional advisors who deliver holistic solutions through a process-driven approach. We have specialists, alliances, support and management to take on your needs no matter the situation, business or personal.
Insurance-. Estate planning strategies, Buy/Sell Funding strategies, Executive Benefits, Deferred Compensation, Life Insurance, Disability Insurance, Long-Term Care, Special Needs Planning
Employee Benefits- Group Health Insurance, Cafeteria Plans, Group LTD&STD Insurance, Group Life Insurance, Voluntary Employee Benefit Plans
Wealth Management- Advisory Accounts, Mutual Funds, Stocks&Bonds, Brokerage Services, Fee-Based Planning
Retirement- 401k Plans, Profit Sharing Plans, Pension Plans, Simple IRAs, Roth IRAs, Annuities
Planning for your future is a process. It's about understanding what is important to you, the future as you envision it and how we'll get there over time through building a long-term relationship. Discovering short and long-term goals, together we will Design and develop a personalized strategy by collaborating the details of that strategy and review all your options. Once reached I and my firm will Assisting you with helping you achieve your overall financial goals and objectives.