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Strategic Financial Partners Inc. Securian Financial Network

Strategic Financial Partners Inc. Securian Financial Network

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Estate Planning

"Define your plan and translate it into action. Success in your endeavor is bound to come."
– Anil Sinha

What is Estate Planning?

The term Estate Planning is often a challenging one because it carries many incorrect connotations. Some think that it only applies to the wealthy and dealing with estate taxes while others see it only as the process of transferring of assets at death. Both of these ideas are partially true but not nearly comprehensive.

Preserving your Legacy

The reality is that estate planning is one of the most critical, but often overlooked part of any sound financial strategy. At SFP we are here to help you navigate the complexities of the estate planning arena. Our process oriented approach walks you through the various components that may need to be addressed including:

  • Wills & Trusts · Power of Attorney
  • Living Will · Beneficiary Designations
  • Charitable Intentions
  • Special Family Needs

It is never too early or too late to sit down and take the time to plan. We can help you, and your family, have confidence about the future, knowing that your legacy will be carried on in a manner that best fits your unique situation

 

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

  • Colorado Springs, CO
  • Steadfast Wealth Co. - Colorado Springs, CO
  • Denver, CO
  • Leawood, KS
  • Ogden, UT
  • Salt Lake City, UT

How to get started

A financial advisor can help analyze your unique situation.

Click the button below to contact an advisor who can help optimize Estate Planning to reflect your goals and priorities.

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Strategic Financial Partners Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Strategic Financial Partners Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Strategic Financial Partners Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3210685 DOFU 09/2020

 

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