Our Services

At Strategic Financial Partners, our mission is to assist our clients with their financial affairs. We offer a broad array of products and services to help build and protect your financial future.

Business Services


Business Succession Planning
  • Business Insurance
  • Buy Sell
  • Key Person
    Qualified Plans
  • Pension
  • Profit Sharing
  • 401K
    Executive Benefit Plans
  • Employee Benefit Plans
  • Deferred Compensation Plans
  • Split Dollar Arrangements
  • Group Life and Disability Insurance
  • Group Health Insurance with Managed Care

    Personal Services

  • Education Planning
  • Retirement Planning
  • Survivorship Planning
  • Estate Planning
  • Whole Life Insurance
  • Variable Life Insurance*
  • Universal Life Insurance
  • Term Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Fixed and Variable Annuities*
  • Mutual Funds*
  • Money Market Funds*
  • Brokerage Services*
  • Investment Services*
    *Securities products offered through New England Securities

    Our full service capabilities include comprehensive needs analysis and all aspects of product implementation. Our representatives are among the most highly skilled professionals in the industry.

    Our commitment to quality, service and long-term client relationships is further strengthened by our long standing partnership with New England Financial of Boston. This national company offers Strategic Financial Partners the technical resources required to provide state of the art services to our clients and the ability to remain a leader among our peers.