SPI Corporate Benefits & Advanced Planning Division

Strategic Partners, Inc. - Corporate Benefits & Advanced Planning Division is comprised of a select group of financial planners, certified public accountants, attorneys, investment advisors and insurance professionals. We are focused on providing customized financial planning strategies to successful business owners and their employees. Strategic Partners, Inc. - Corporate Benefits & Advanced Planning Division specializes in employee benefits, estate planning, executive compensation and related services.

Through our collective experience, the professional partners of Strategic Partners, Inc. - Corporate Benefits & Advanced Planning Division are able to provide planning strategies and designs that make maximum use of applicable tax, investment, and insurance planning laws. We currently serve business owner clients across the country through our affiliation with our broker-dealer LPL Financial, and affiliation with other highly rated financial services firms. We are able to offer a wide array of capabilities in our core specialties of Employee Benefits, Executive Compensation and Estate Planning that are unparalleled.