Strategic Financial Planners, Inc.

...Strategically Planning For Your Financial Future!

Strategic Financial Planners is an independent financial services firm and does not provide any proprietary products. Therefore, we have the ability to provide the best investment products in the industry to help our clients reach their goals and objectives.  You can be assured that any advice or recommendations are given completely in an unbiased nature. We seek to develop and maintain long term relationships with the people and families that we work with. Our ultimate goal is to provide our clients with a comprehensive resource for all areas relating to their finances. We hope that, together, we can achieve the goals and dreams that you have for yourself and the ones you love most.

 

And don't forget to read our President's Message!

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

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