Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
What We Offer
At Strategic Estate Planning Services Inc., we believe everyone should be able to live the life they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial goals.
We're Ready to Listen
We know how important it is to learn about the concerns, needs and dreams you have for yourself, your spouse, your kids and your heirs. That’s why we’re eager to sit down with you for a complimentary, no-obligation consultation — a friendly conversation where you bring the issues, and we’ll help you find the answers you need.
True and lasting relationships take time, and we’re committed to doing everything we can to build your trust. Over the years, we’re grateful to have the opportunity to build client relationships that have continued for second and third generations of many families. Now, we hope to do the same for you.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the lifestyle — and retirement — you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
College Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Insurance products are offered through the insurance business Strategic Estate Planning Services. Strategic Estate Planning Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Strategic Estate Planning Services are not subject to Investment Advisor requirements.
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. Investing involves risk, including the potential loss of principal. Strategic Estate Planning Services is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today.
