Strategic Estate Planning Services

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Strategic Estate Planners are Licensed Insurance Professionals and Certified Senior Advisors. We assist our clients with the coordination and settlements of their estates. We are the resource you need when planning for retirement using vehicles such as Fixed Annuities, Fixed Indexed Annuities, Life Insurance, Linked Benefits, Long Term Care, Charitable Gifting Strategies, Income Stream Creation, etc. SEPS specializes in rollovers of 401K, 403b, IRA or any other pension plans to ensure asset protection from market down turns. We provide safety and opportunity on the same dollar at the same time.

financial services financial planning finance retirement insurance estate planning retirement planning baby boomers mark pruitt strategic estate planning estate planning services financial advisor inflation erotion inflation tax post-election politics health estate market share financial strategies income caregivers caregiver support financial aid investment

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Strategic Estate Planning Services

Documents

Pruitt 7 Serious Life Transitions Ahead

MPruitt5 questions_to_ask_reprint

MPruitt a_workable_solution_for_baby_boomers_near_retirement

M pruitt 10 tips for maximizing financial aid

M pruitt art of managing retirement assumptions reprint

M Pruitt checklist is it time for assisted living

M Pruitt cracking_the_nest_egg_reprint

Holistic Help for Caregivers

Retirement Income Which Accounts To Tap First

Market week 10 8-12

The new estate tax rules and your estate plan

Medicare open enrollment period

The post election agenda

Strategic Estate Planning Services 1st Quarter 2013

Seps white paper edition 1st quarter 2013