Our Services

Strategic Resources Planning's financial solutions are based on a comprehensive client needs analysis. The Wealth Management Program looks at all aspects of your personal financial needs, from cash management, tax reduction, insurances, investments, estate planning (including charitable giving), retirement planning and life-long distributions. We take a holistic approach and make sure the client implements the recommended changes to improve his/her overall financial picture.

Our investment approach is Structured Investing. We don't try to beat the market, but we take the appropriate risks to capture market rates of return. This is done using a Nobel Prize winning strategy and we don't deviate from this strategy.

Exit Planning is a comprehensive approach that works with our Wealth Management program. This is a seven step process to help America's business owners transfer the largest asset they own, their business, to either a child, key-employee, or co-owner. It takes a professional team to make appropriate recommendations in order to maximize what we are able to get for the business and minimize taxes for both the buyer and seller.

Blueprints For Tomorrow is a series of blueprints that help you create strategies to deal with the 'what-ifs', the kind of things that keep you awake staring at the bedroom ceiling at 2 o'clock in the morning. There are 14 different blueprints. Each one deals with a specific issue, such as: sale of your business, premature death, retirement, disability, wealth accumulation & asset protection, key employee retention and prevention of misspent insurance dollars, to mention just a few. During focused planning sessions, we address one specific issue at a time using innovative strategies to approach the unique issues faced by business owners operating in a volatile business climate.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck