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
- Investment Strategies
- Business Buy-Sell agreement funding strategies & Business succession planning strategiesHow 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