Who we areAn Independent
Approach
Strategic Investment Partners is an independent financial services firm offering a straightforward, plain-english approach to your financial matters. Whether you are looking at retirement, providing for your loved ones, or leaving a legacy, we will help you develop strategies to pursue your goals.
01Income
In retirement it is all about income. In your working years your income plan is straight forward, you show up to work and they pay you. Then you retire and those paychecks stop. You transition from income earner and saver to spender. This transition happens abruptly and your ability to plan for and create a consistent, predictable replacement is essential to a successful retirement plan.
02Investment
Once you have an honest assessment and understanding of your income plan. We then turn to your portfolio, your investment dollars. These accounts need to be positioned and allocated to provide the income you need now and for the rest of your life. Your income and investment plan work in concert and all times need to be defined and redefined; allocated and re-allocated. Markets change, you change, your priorities change and your investment must change to accommodate.
03Taxes
The third step in our GPS is Taxes. Taxes impact every aspect of your income and investment decisions. Planning for or preferably avoiding taxable events while planning for or living in retirement is key to your success or failure. Unfortunately, many people look at taxes in the “rear view mirror” never considering tax strategies that may benefit in the years to come.
Remember there are two tax codes that govern our tax system: one for the uninformed and one for the informed. In all of your financial endeavors make certain you are the latter.
04Health care
It goes without saying that health care costs are a big part of the equation when it comes to your retirement years. Health care planning comes with a great deal variables, many of which are out of your control. Our focus will remain on the variables that are in your control working with your existing assets and protection products to help keep the looming risk of rising health care cost in check.
05LEGACY
The final step in our process is legacy. There is one death per person per lifetime. We all have one coming. What legacy are you leaving behind? From the grandiose charitable inclinations to the simple effective transfer of assets to kids and grandkids, planning for that ultimate disposition is a key element at every step. For married couples, it is essential that the financial plans provide for both lives as it is likely one will outlive the other. Making certain that there are enough assets and income to provide for the surviving spouse beyond ‘til death do us part.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our processStrategic G.P.S.
Guided Planning System
At Strategic Investment Partners, we work diligently to provide you with the tools and education to help you navigate whatever financial decisions you face.
On the airMoney Matters
With Al & Mike
In 2011, Al & Mike were approached with an opportunity to bring their message “On Air”. With much fear and reservation, they decided to give it shot.
To this day, they will tell you they are not “Radio Guys” — they are financial advisors who happen to do a radio show. With over 500 shows under their belt, Al & Mike continue to educate their listeners.
They bring information essential to preparing for a successful financial life, both now and throughout retirement.
Every week, you will hear up-to-date information on topics such as: Investment Strategy, Retirement Planning, Asset Protection, and many more.
Your Social Security Roadmap
