What Makes Us Different

At Strategic Partners, we take personal service to a new level, not only taking the time to get to know you and your specific goals, but also carefully listening to your personal perspectives about money and understanding your dreams and desires. Our advice is rooted in our relationship with you, giving us the insight to serve as your financial professional and help you choose the right balance of products and strategies to pursue your goals.
Our Preserve, Grow & Protectphilosophy is quite different from the buy, hold & hopephilosophy embraced by many savers, investors, and financial advisors. While no strategy can guarantee success, our proactive philosophy focuses on leveraging your existing investment and insurance assets in a highly efficient and secure manner. The following Four Core Tenets play an integral role in our philosophy:

1. Diversify risk using alternative asset classes
   We believe in managing your risk—not just producing returns. Because relying solely on stocks, bonds, and cash may not get you where you want to be in today's volatile market, we believe in diversifying investments across a wider range of asset classes that perform differently in a given economic environment.
2. Tax diversification of assets
   Minimizing income tax is key to preserving your assets. We work with you to help balance your portfolio to include a diverse mix of taxable, tax-deferred, and tax-free assets.
3. Understand and protect the purpose of your money
   We believe there are no “good” or “bad” investments or products, but that selecting the most appropriate investment and products for your situation is what’s most important to working towards your goals. We evaluate products and strategies in view of your overall plan, placing emphasis on capital preservation, liquidity, and growth.
4. Coordination of all portfolio components
   As an independent firm, we make decisions based on what is best for you. Each partner through our Integrated Resources Network understands our preserve, grow & protect philosophy, and we work in concert to provide you with the best combination of products and services to help you pursue your financial goals.

Integrated Financial Resources Network

We take a comprehensive approach to financial planning with a focus on simplifying your life and helping you pursue your goals. One of the benefits to our clients is our belief in and utilization of our Integrated Financial Resources Network.

These strategies are not suitable for all investors. Investors should be aware that alternative investments may be subject to certain fees, create taxable events, may be illiquid as well as the fact that no secondary market may exist.

^{Investing is subject to risks including loss of principal invested. No strategy can assure a profit nor protect against loss.}