World Class Wealth Management Over 30 years of Experience
Brian Durand 612-709-4821 Email: Brian@Strategic-Financial-Planning.com
Comprehensive Financial Planning Coordinated Under One Personal Plan. Delivering Peace of Mind.
Areas of Expertise:
Investment Management
Financial Planning
Tax Planning
Retirement Planning
Stock Option Corporate Benefit Planning
College Education Planning
Asset Protection and Cash Flow
Liability Management
Wealth Transfer and Estate Planning
World Class WEalth Management
Strategic Financial Planning Inc orovides investment management and financial planning services to individuals and families..
We specialize in providing Comprehensive Financial Planning for our clients-individuals who valie their time and require professional financial management to preserve and grow their net worth.
Fee only financial planning.
Areas of Expertise:
Strategic Financial Planning Inc orovides investment management and financial planning services to individuals and families..
Areas of Expertise: Asset Allocation Retirement Planning Cash Flow Liability Management Asset protection Income Tax planning and management Wealth transfer and Estate
Our Approach:
At Strategic Financial Planning Inc.
Commitment: His 30 plus years of advising clients has taught us it all starts with understanding a clients goals, objectives, hopes and dreams. He truly take a hands on approach to creating and delivering plans for his clients, It is this highest level of understanding and detail that is a integral part of sucess for his clients.,
we believe ongoing investment management and financial planning to be fundamental to achieving your life's goals and enhancing your quality of life
we also believe ongoing and proactive implementation-delivered through timely advise that is personal, comprehensive, objective, competent and ethical. to be indespensable to caring for all aspects of your wealth.
Trusted Advise: What is in the clients best interest? Strategic Financial Planning Inc is a fee-0nly firm It recieves no commision or other compensation from financial products or services it recommends to its clients.
our advise is without bias towards any fincial product. The only interest should be rendering advice that helpos clients achieve their objective and preserve and growth their net worth.
Delivering peace of mind through trusted advice
Contact Us: Please cantact us to set up a free initial consultation
