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Strategic Financial Partners Inc. Securian Financial Network

Strategic Financial Partners Inc. Securian Financial Network

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Services

Build the life you want... we will help you plan for it.

 

The SFP Process

 

Phase 1:

Aligning
Conversation

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We get to know your personal or corporate financial situation, thoroughly understanding your goals and what drives you.

Phase 2:

Setting the Course

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Our team of experts will design a plan or solution specifically for you or your company.

Phase 3:

Executing Action Plan

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We will guide you through any action items and implementation steps to help ensure accurate execution.

Phase 4:

Fine Tuning

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Regular reviews are the final and key pillar of our process to ensure your financial goals remain in sharp focus.

 

 

We know no two individuals or businesses are alike. We also know no two individuals or businesses share the same goals, or approach to achieving those goals. That is what makes our process effective. We do not take a one-size-fits-all approach to helping you accomplish your goals and we do not try to fit you into any particular model. Rather, we take the time to listen, understand where you, and your business are today, and where you hope to be tomorrow.

Our approach is four-fold. We will help:

1. Identify your personal or corporate financial situation, thoroughly understanding your goals and what drives you.
2. Design a plan or solution specifically for you or your company.
3. Should you choose to implement our recommendations, we will guide you through any action items and implementation steps to help ensure accurate execution.
4. Monitor your program through regular reviews to ensure your financial goals remain in sharp focus.

Drawing upon a broad network of insurance, investment and financial professionals throughout the United States, we are able to provide you with a wide range of solutions to the many complex personal, financial, and business issues you face every day.

What is 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.

 

The seven areas in which we specialize include:

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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
  • Leawood, KS
  • Ogden, UT
  • Salt Lake City, UT

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

Strategic Financial Partners BBB Business Review

 

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