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1300 Veterans Highway, Suite 120, Hauppauge, NY 11788

(631) 203-4422
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Partner With Us

Expand your practice by partnering with us on tax-intelligent wealth management strategies to give your clients confidence in their financial future. Tax rules and rates change all the time. Our tax-intelligent expertise will help ensure your clients get to keep more of the money they have earned and grow their assets into retirement.  

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Want to Grow Your Practice?

Want to Grow Your Practice?

With over 60 years of combined experience, S&P Financial Services can help you identify ways to expand your practice and provide tax-focused wealth management to your clients.

From full integration to bolt-on services, we work collaboratively with your firm so your clients understand their full financial picture, are protected from life’s what-ifs, and can grow their assets into retirement. 

We will leverage decades of industry experience to help premium CPA firms who don’t have the time, capacity, or staff to take advantage of growth opportunities. We will work collaboratively with you and your team to find ancillary streams of revenue and expedite your growth. 

How We Can Support Your Tax Practice

Minimize taxes on capital gains to protect investments

Identify the most

tax-efficient distribution of Social Security benefits and retirement withdrawals

Identify yearly and

multi-year strategies to reduce taxes so investments can grow
tax-free

Reduce tax liabilities for estate and legacy planning

How We Can Help 

Our tax-intelligent approach to financial planning and wealth management considers taxes in everything we do. Even small reductions in tax liabilities can have a big impact on a client’s long-term wealth goals. To have a healthy financial plan, it is critical to manage the tax burden. Our team will help your clients consider tax implications of investments, distributions and withdrawals.  

We work hand-in-hand with CPAs and tax professionals to identify tax-efficient investment opportunities, ways to reduce client tax liabilities and review portfolios for how we can best optimize a clients’ investments for their retirement. 

We would work with your clients to establish a strong financial plan including:  

If your clients do not use tax-intelligent strategies for their wealth management, they are leaving money on the table.

Let's Talk Today

Speak with Our Team

Let us be your one-stop-shop for all wealth management needs. Connect with our team today.

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