How We Can Help

The best estate planning results from the efforts of a team of professionals including your attorney, accountant, estate planning advisor and you!

Strategic Estate Planning Services, Inc. helps you as a coordinator of non-legal services with legal services provided by an attorney. We are trained to focus extensive resources on issues relating to wealth management, asset protection and wealth transfer.

Strategic Estate Planning Services is a unique network of professionals. We will work with you, your family and your other advisors such as an attorney and accountant, to provide accurate, up-to-date, creative techniques and strategies to assist you in the area of estate planning.

Strategic Estate Planning Services works with you to create a customized plan that works to fulfill your objectives at a reasonable cost for large or small estates. SEPS offers knowledge and personal service for a lifetime.

Strategic Estate Planners are Licensed Insurance Professionals. 
We assist our clients with the coordination of their estates. We are here to help you when you need planning for retirement using vehicles such as Fixed Annuities, Fixed Indexed Annuities, Life Insurance, Linked Benefits, Long Term Care, Charitable Gifting Strategies, Income Stream Creation, etc. SEPS specializes in rollovers of 401K, 403b, IRA or any other pension plans to help ensure asset protection from market down turns. We provide safety and opportunity on the same dollar at the same time.

Strategic Estate Planning Services has Licensed Financial Advisers, providing wealth management resources and advice for security related investments. Investment Adviser Representatives are required to act in the best interest of the client. There is a difference between financial professionals who are held to the suitability standard and those held to the fiduciary standard. The suitability standard requires the insurance or investment product to be suitable for your financial objective. The fiduciary standard requires the financial professional to do what is in your best interest.

 

 

Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions.