S & P Financial Services, LLC specializes in financial planning services to preserve wealth and protect your assets for the future. Our vast knowledge of financial services gives us the insight to help clients make critical decisions that affect their future. We spend considerable time developing a thorough understanding of your personal financial goals so we can coordinate a personalized plan that will allow you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.
Planning adequately for the financial security of you and your family requires the assistance of a qualified professional like S & P Financial Services, LLC. Our firm has been working with local individuals and families for many years and we strive to build a lifelong relationship with each of our clients.
Our financial services for individuals include:
- Retirement planning
- Estate planning
- Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
- Life insurance, health insurance & disability planning
- Mutual fund advising
- Trust planning
Our financial services for businesses include:
- Succession planning for businesses
- Buy/sell agreements
- Employee benefit plans
- Executive compensation plans
- Employee retention plans