Strategic Estate Planning


We help solve common challenges in retirement

Problems We Help Address:

  • Securing income so you don’t run out of money
  • Strategic planning to help improve cash flow
  • Addressing market volatility with investments
  • Creating ways to pay for Long Term Care / Healthcare expenses
  • Establishing an Advisor relationship for the surviving spouse
  • Providing strategies to efficiently pass down assets to heirs

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.

Or give us a call at 800.381.8870

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