Personal Information
Organización/Lugar de trabajo
Dallas, Texas United States
Sitio web
www.strategicestateplanning.com/
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Strategic Estate Planners are Licensed Insurance Professionals and Certified Senior Advisors.
We assist our clients with the coordination and settlements of their estates. We are the resource you need when planning for retirement using vehicles such as Fixed Annuities, Fixed Indexed Annuities, Life Insurance, Linked Benefits, Long Term Care, Charitable Gifting Strategies, Income Stream Creation, etc. SEPS specializes in rollovers of 401K, 403b, IRA or any other pension plans to ensure asset protection from market down turns. We provide safety and opportunity on the same dollar at the same time.
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financial services
financial planning
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retirement
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estate planning
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