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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Firm

Strategic Financial Partners is a comprehensive financial planning and wealth management firm that specializes in developing, implementing, and continually monitoring your strategic long term financial plans. Our customized programs seek to grow and conserve your wealth by delivering a high level of personalized service through individualized in-depth consulting and financial planning.

Through our client-focused approach, we take pride in educating and empowering our clients to make wise stewardship decisions for themselves, their families and their businesses.

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Our Mission

SFP was created with the goal of empowering our clients in every aspect of their financial lives. We provide high touch, personalized service to clients. We strive to create financial stability and security for each of our clients.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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