We are a full service boutique financial insurance and solution based firm that strives to assist our clients with their financial decisions by providing potentially robust and personalized solutions. Areas The Strategy Partners, Inc. and myself may assist are:
Retirement income strategies
College funding strategies
Insurance cost recovery & Tax recovery strategies
Business Buy-Sell agreement funding strategies & Business succession planning strategies
How Member Creates Value:
I focus on having my clients understand, to their satisfaction, what their options are in protecting and building their assets. I do this by understanding that clients personal goals by asking deep questions. I also spend time in giving insight on how their money could work for them. Being in business since 2005, I have built relationships with other trusted advisors in other areas such as CPA’s, attorney’s, mortgage, real estate etc.
Life Insurance: Term, Universal Life, Whole Life, Variable Universal Life
Disability Insurance: personal and business overhead
Traditional Long Term Care (LTC) Insurance and Asset Based LTC Funding options.
Fixed and Variable Annuities
Investments – mutual funds, stocks, bonds, alternative investments, managed money
Commission and Fee-Based
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities., a Registered Investment Advisor, Member FINRA, SIPC. The Strategy Partners, Inc. is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Neither the companies of OneAmerica, The Strategy Partners, Inc., nor their representatives provide tax or legal advice. For answers to specific questions and before making any decision, please consult a qualified attorney or tax advisor.