At Strategic Planning Partners, we offer wealth management services, specializing in fee-based financial planning for individuals and business owners in the western United States. Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.
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Strategic Planning Partners | strategicplanningpartners.net Reviews
https://strategicplanningpartners.net
At Strategic Planning Partners, we offer wealth management services, specializing in fee-based financial planning for individuals and business owners in the western United States. Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.
strategicplanningpartners.net
Plan Implementation : Strategic Planning Partners
http://www.strategicplanningpartners.net/Plan-Implementation.5.htm
16150 NE 85th St, Suite 204. At Strategic Planning Partners we have the credentials, experience, and access to help you navigate through a wide range of financial products and choose the right tools for you. And because we’re independent, we’re. We’ll help you compare products and evaluate companies. Whether you're looking for the right tools to put a complex financial plan into motion. You have just a single need, we can work with you. If you have specific questions,. For Individuals and Families.
Site Map : Strategic Planning Partners
http://www.strategicplanningpartners.net/sitemap.htm
16150 NE 85th St, Suite 204. Financial Management Insight: Strategies to Help Build Your Future. Understanding Social Security and Medicare: America’s Retirement Safety Net. Higher Education: College Saving and Funding Strategies. Investing Basics: Embark on Your Wealth-Building Journey. Time to Get Tax-Savvy: Managing Your Tax Burden. Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow. Wealth Preservation: Planning to Leave a Legacy. Preparing to Retire in a Down Market.
Resources : Strategic Planning Partners
http://www.strategicplanningpartners.net/resources.cfm
16150 NE 85th St, Suite 204. Markets at a Glance. Percent Difference (when noted with %) otherwise Last Price. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). History of the Federal Estate Tax. Mutual Funds vs. Stocks. Fixed vs. Variable Annuities. How Much Do I Need to Save? A New Chapter for Retirement. Your Business and Retirement. Future of Social Security. Save Now or Save Later. Why Purchase Life Insurance. Life Insurance for Business Owners. Types of Life Insurance.
Additional Services : Strategic Planning Partners
http://www.strategicplanningpartners.net/Additional-Services.3.htm
16150 NE 85th St, Suite 204. We provide a wide range of consulting services in addition to our flagship fee-based financial planning. These range from hourly projects to complex consulting arrangements. Please ask us for more information. Some of the areas in which we consult:. Qualified plan analysis and design (. Existing 401k, SEP, Simple and profit sharing plans). Business or Private Asset Acquisition. 16150 NE 85th St, Suite 204. Of this financial professional on FINRA's BrokerCheck.
Our Team : Strategic Planning Partners
http://www.strategicplanningpartners.net/Our-Team.4.htm
16150 NE 85th St, Suite 204. Chris Cahoon, CFP. Cathy Stempski, Para-Planner. Tia Low, Director of Client Services. Bryan Kettel, CEO, CFP , ChFC, CLU. Bryan is a Certified Financial Planner. CFP ) and has also earned the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He holds Securities Registrations: Series 7, 63, and 65. Bryan is a frequent speaker and panelist at nationwide industry conferences. He’s been interviewed by. The New York Times, Wall Street Journal.
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16150 NE 85th St, Suite 204. Welcome to Strategic Planning Partners. We believe our partnership begins with you - your unique needs and requirements, your family, and your future. That's what sets us apart from other advisors who concentrate on force-fit investment product and insurance solutions. We understand that each of our clients has different goals, income requirements, return expectations, tolerance for risk, and timing. As independent, objective, unbiased. Professionals, we can meet YOUR needs.
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