As the financial representative at Strategic Financial Partners, our vision is to become one of the industry's premier distribution organizations that are known for professional advisors who deliver holistic solutions through a process-driven approach. We have specialists, alliances, support and management to take on your needs no matter the situation, business or personal.
Insurance-. Estate planning strategies, Buy/Sell Funding strategies, Executive Benefits, Deferred Compensation, Life Insurance, Disability Insurance, Long-Term Care, Special Needs Planning
Employee Benefits- Group Health Insurance, Cafeteria Plans, Group LTD&STD Insurance, Group Life Insurance, Voluntary Employee Benefit Plans
Planning for your future is a process. It's about understanding what is important to you, the future as you envision it and how we'll get there over time through building a long-term relationship. Discovering short and long-term goals, together we will Design and develop a personalized strategy by collaborating the details of that strategy and review all your options. Once reached I and my firm will Assisting you with helping you achieve your overall financial goals and objectives.