What We Do

The best estate planning results from the efforts of a team of professionals including your attorney, accountant, insurance agent, financial 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 Planning offers Licensed Insurance Agents, Licensed Health Insurance Agents, Financial Advisers, CFP, Wealth Management professionals and CPA’s. 
We assist our clients with the coordination of their estates. We are the resource you need when 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.

 

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.