Perspective, ideas, strategy – bringing the future into the present.

Having a financial framework to support informed decision making is central to growing and protecting wealth.

In SFI Advisors over 45 years of working with successful people, we frequently observe how strategic financial planning helps position clients to make the most of their opportunities while protecting those things most important to them.

Strategic Financial Planner

Now more than ever, people are rethinking their plan to navigate the risk and rewards of wealth. SFI Advisors innovative Strategic Financial Planner service supports client efforts to realize their goals. It provides a framework to:

  • Define and protect your lifestyle and those things important to you
  • Coordinate resources to maximize results
  • Organize your financial records and important legal documents
  • Control your assets
  • Support informed financial decision making
  • Achieve your goals

Your Strategic Financial Planner is a reflection of your unique situation and can include, but is not limited to, the following areas of focus:

  • Goal setting: focusing opportunities, dangers, strengths
  • Cash flow and asset projections
  • Retirement planning
  • Income planning
  • Education planning
  • Investment management
  • Social Security and Medicare planning
  • Insurance and risk management
  • Estate planning
  • Asset protection and trust services
  • Charitable and philanthropic initiatives
  • Business owner planning & succession
  • Inheritance planning

In our commitment to support a specific goal or immediate concern, any of the above areas of focus can be delivered independently.