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Strategic Financial Partners Inc. Securian Financial Network

Strategic Financial Partners Inc. Securian Financial Network

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  3. Individual Retirement Planning

Individual Retirement Planning

“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
- Alexa Von Tob

Experience the Richness of Life

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. After all, true wealth isn’t about the amount of money, but the richness of the life you have the chance to live. While providing clients a complete portfolio of services, including fiduciary investment expertise in some instances, we will work with individuals and families to develop comprehensive individual wealth management and retirement strategies.

Building the Foundation of your Retirement Landscape

Our process begins as a meeting with our client and their spouse one-on-one to initiate a fact-finding session. The goal is to obtain a clear understanding of not only where you are today, but to better understand your long-term retirement goals, life and family goals as well to successfully map out a comprehensive and diverse strategy to help get you there. We are here to listen, educate and empower you on all of your financial decisions so you know you are on the right track every step of the way.

Plan & Achieve

We will walk and guide you through the creation and, if you so choose, implementation of a financial strategy, including aspects of cash flow & debt management, investment & retirement planning, income planning and distribution strategies, protection & insurance structuring, estate document analysis, fiduciary decision-making and specialized business planning for our clients who own a closely-held business. We are not just here to help you with your retirement goals but we partner with you to achieve your life goals and prepare you for a successful and fulfilling retirement.

 

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.

 

  • 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 an individual retirement plan 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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