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Strategic Financial Partners Inc. Securian Financial Network

Strategic Financial Partners Inc. Securian Financial Network

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Cultivating Relationships

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Financial Planning

Go confidently in the direction of your dreams… Live the life you imagined

Cultivating Relationships

Together, alongside your team of experts, we will define where you are currently and where you would like to go. We understand your goals and priorities are unique to you and your family; let us help build a financial plan to reflect these important details, at every life stage. We thrive on encouraging you to enjoy the wealth you have worked so hard to build while at the same time, being able to protect it.

What is involved?

This process will commence with a fact finding session. Your Financial Advisor will take the time to understand your full financial blueprint, and will take note of what goals and aspirations you have in mind for the future. This discovery session, including a personal analysis, will help build a foundation for your financial plan recommendations.

Formulating a Comprehensive Financial Plan

Allow the representatives at Strategic Financial Partners to act as a personal financial advocate and construct a Comprehensive Financial Plan that is distinctly unique. Please know our goal is to give you a feeling of financial confidence; together we would like to help you achieve your definition of financial security for the future.

How do I know if we are still on track?

We live in a dynamic environment. Naturally, as time goes on, you will fine tune your goals and priorities. To stay aligned with your ever changing environment we will meet with you on an on-going basis to continually calibrate your plan.

 

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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  • 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 build a financial plan to reflect your goals and priorities.

Let's connect

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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