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What if you had the ability to offer your clients holistic asset management services to navigate their entire financial future? It's possible when you partner with us.
INTEGRATION MEETS INNOVATION
The financial services industry is too segmented. Investors have separate Financial Planners, Money Managers, Tax Professionals, and Insurance Agents leading to a lack of communication and coordination, which often may hinder them from meeting their financial goals and objectives.
We've made it our mission to eliminate this challenge in the financial services industry by bringing together Financial Planners, Money Managers, Tax Professionals, and Insurance Agents all under one umbrella. We accomplish this mission using our proprietary Retirement Positioning System (RPS) software to proactively and holistically help our clients achieve the financial future they desire.
Strategic Asset Management is the investment management arm of Strategic Tax & Retirement and Strategic Insurance Group.
We give our representatives options with four ways to invest and resources you can't access anywhere else. This includes fee based financial planning, tax and risk management solutions, tailored annuities, fee based 401(k) advisory, and charitable giving options through the Foundation for Legacy Planning, along with our proprietary RPS software that will enhance your ability to achieve and exceed your clients' goals.
Sound like a fit for you? Reach out to us today to learn more.
Strategic Asset
Management
Strategic
Insurance Group
Strategic Tax & Retirement
JOIN US AS WE OVERCOME THE BIGGEST OBSTACLE IN THE FINANCIAL SERVICES INDUSTRY: ACHIEVING INTEGRATION BETWEEN FINANCIAL PROFESSIONALS & THE CLIENTS THEY SERVE
RESOURCES FOR EVERY CLIENT
Hover over the logo to learn more.
ASSET
MANAGEMENT
Access a wide variety of investment options and portfolio managers to achieve any client objective:
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Fee based financial planning
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Fee based 401(k) advisory
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Donation & Giving strategies
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Exclusive access to RPS
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Tailored annuities
RISK MANAGEMENT
TAX OPTIMIZATION
Responsible for supporting our planners, our team of insurance experts at Strategic Risk Management, the insurance division of Strategic Tax & Retirement, are readily available to develop and implement insurance solutions that complement your clients' financial plans.
Our tax professionals have a combined 75+ years of tax experience from which to provide your clients the highest level of service in the areas of tax preparation and accounting services.
NAVIGATED BY
