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.

Our Specialities include:

Business Planning

Business Planning aims to help you plan the eventual transfer of your business to heirs or associates, based on your personal desires, and to show you strategies for using tax-favored business dollars to attract, retain, and reward select key employees. Proper business continuation planning can help ensure that your business, and the people whose incomes and lives depend on it, will succeed when you are no longer at the helm. It also helps to answer the question: “Who will take over my business should I die prematurely, become disabled, or simply decide to retire?” We specialize in Selective Employees Benefit Planning. This program can help you:

• Provide significant perks to selected employees – including yourself
• Motivate, retain, and reward key employees
• Increase shareholder value
• Differentiate among key employees – you decide at what level each employee should participate in benefit programs
• Provide financing options that help offset benefit costs

Over time Selective Employee Benefit programs can actually contribute to your company’s bottom line.

What’s more, the extensive resources available to us through our home office and affiliated companies allow us to match nearly any need or concern you may have with the most appropriate product, service, or program.

Estate Planning

Estate Planning will help you preserve what you have worked so hard to build over the years and to help you plan for the eventual distribution of your assets to heirs. Proper estate planning can help you to achieve the following:

• Obtain financial security for your family.
• Pass your estate on to your heirs according to your wishes.
• Reduce or eliminate taxes, administrative expenses, and delays in connection with the transfer of your estate.
• Provide liquidity to cover taxes, debts and administrative expenses that you may owe.
• Provide the sense of security that comes with knowing steps have been taken to protect the people who depend on you, as well as to protect everything you’ve worked a lifetime to build.

Retirement Planning

Retirement planning provides a comprehensive approach to the financial needs of the retirement years for you and your spouse. We help you to plan and provide you with a wide range of retirement planning products and services, including:

• IRAs
• Fixed and variable annuities
• Distribution planning
• Long-Term Care

When you are ready to retire, we’ll show you how to stretch-out your retirement assets over your lifetime or how to pass them on to heirs on a tax-favored basis.

Wealth Accumulation

Developing financial programs geared towards long-term savings. Whether your goals include helping your child afford college; paying for a wedding, family trip, or vacation house; early retirement; or being able to leave a legacy to your heirs or favorite charity, we can help you establish a program that utilizes such products as: Annuities, Mutual Funds, Stocks and Bonds, or Cash Value Life Insurance.

Protection

Helping to protect those who depend on you, your family, and business associates with an insurance program that suits your individual needs should you die prematurely or become disabled. Your income - the money you earn - provides the foundation for everything you do. Money for final expenses, debt repayment, business continuation, and other monthly expenses is there when you need it most.

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.