Products & Services

At Strategic Financial Partners, we draw upon a network of insurance, investments, and financial professionals throughout the United States, to help provide you with a wide range of solutions to the many complex, personal, financial, and business issues you face everyday.

Financial Services and Products:

INVESTMENT SERVICES*
  • Investment Strategies*
  • Risk Tolerance Evaluation
  • Brokerage*
  • College Funding Programs
  • IRA Rollover Options
  • Pension Investment Services
  • Asset Allocation Strategies*
  • Portfolio Advisory Services*
  • Mutual Funds*
  • Unit Investment Trust*
  • Budgetary Analysis

RETIREMENT STRATEGIES
  • Retirement Income Assessment
  • Pension/Profit Sharing
  • 401(k) Plans
  • Simple IRAs
  • IRAs
  • Selective Benefits
  • Fixed Annuities
  • Equity Indexed Annuities*
  • Variable Annuities*
  • Single Premium Annuities
  • Limited Partnerships
  • Municipal Bonds*
  BUSINESS STRATEGIES
  • Business Continuation
  • Key Person Insurance
  • Property & Casualty Insurance
  • Business Tax Strategies

PERSONAL FINANCIAL SERVICES
  • Financial Profiles
  • Income Analysis
  • Income Replacement-Disability
  • Benefit Coordination
  • Property & Casualty Insurance
  • Life Insurance
  • Long Term Care Insurance

EMPLOYEE BENEFITS
  • Group Benefits
  • Tax Advantages Strategies
  • Service Commitment

ESTATE AND TRUST STRATEGIES
  • Needs Analysis
  • Distribution
  • Conservation & Tax Abatement
  • Charitable Giving
  • Trust and Will Coordination

*Securities and Investment Advisory Services offered through Securian Financial Services, Inc.

Please keep in mind that Financial Advisors do not provide specific tax or legal advice.  Clients should consult their own tax or legal advisor regarding their specific tax or legal situation.