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Business Description |
| Strategic Financial Planning Inc. provides investment management and financial planning services to individuals and families.
Over 20 years of experience.
Fee only and Independent.
We specialize in providing Comprehensive Financial
Planning for our clients - individuals who value their
time and require professional financial management to preserve and build their wealth.
This occurs through emphasis the following primary areas:
Investment Management
Financial Planning
Tax Planning and Preparation
Retirement Planning
Stock Option and Corporate Benefits Planning
College Education Planning
Asset protection and Cash Flow
Liability management
Wealth Transfer and Estate Planning |
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| Prepared By: |
Brian Durand |
| Most Recent Update: |
03/31/2008 |
Frequently Asked Questions |
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