SFP Wealth Strategies

The advisors at SFP Wealth Strategies work with and benefit from the talent and support of Strategic Financial Partners.

Our clients face similar challenges: increasing demands on their time and resources in a hyper-competitive environment that is becoming more and more complex. We will guide you through a team-based, process-driven approach to financial planning that can provide clarity and peace of mind. We help in two different ways:

1. Consultation

We develop a strategy to address one issue, often implemented through the recommendation of an appropriate product (i.e., designing a buy and sell arrangement funded with life and disability products). 

Planning Based 

- Comprehensive or focused financial planning

- Investment advice

- Risk management advice

Cost

- Up-front planning fee & updates as needed

- Fees and/or commissions for solutions if implemented at your discretion

2. Wealth Strategy

For clients needing more comprehensive service with multiple moving parts and integrated solutions, the time commitment required of that level of service and expertise suggests a fee arrangement - one that can be ongoing -  to ensure your plan is adjusted to meet your changing circumstances. That’s followed by plan implementation, where we select suitable products at your discretion. The Wealth Strategies approach can be a deeper, more rewarding experience for all concerned. 

Relationship Based 

- Comprehensive or focused financial planning

- Investment advice

- Risk management advice

- Yearly review and plan update at your discretion

Cost

- Annual planning fee

- Fees and/or commissions for solutions if implemented at your discretion