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 work side-by-side with our clients to understand their goals and plans. We’ll create custom, tax-intelligent investment strategies and retirement planning goals to help reduce their tax-liability. 

• Portfolio Management
• Financial Planning
• Retirement Planning
• Tax-Intelligent Planning

We can help you navigate every stage of your civil and/or military service with insightful, tax-intelligent strategies to make the most of your pension, TSP, 457 plans, 401(k), and investments. Our sister company, Finest Retirement Services, has a deep understanding and strong expertise in helping police and military families navigate unique circumstances and goals. The team is committed to helping you make the most of your retirement plan that you earned with your service. Learn how you can prepare for your retirement today. 

Education planning is a great long-term investment and an important opportunity to consider for any family. We will work with you to understand your education goals, either for yourself, your children, or your grandchildren. We’ll help you choose the right education investment option for you and your goals. 

We help business owners build and protect their earnings from tax liabilities. We will work collaboratively with you to identify potential savings and future opportunities, as well as strategies to help guide your business to a successful future. 

• Succession Planning
• Buy/Sell Agreements 
• Employer-Sponsored Plans (SEP, SIMPLE, 401(k), 403(b), IRA, Roth IRA)

We understand the demand and pressure placed on families navigating a special needs case. We will work hand-in-hand with you to identify the right saving and investment strategies to help provide the best care for your loved one.

We help business owners select the right group benefits options for your business and team. Our team will work with you to determine the right coverage and the best plans for your business.

• Life Insurance
• Long-term Care Insurance 
• Health Insurance 
• Dental and Vision Insurance

Our goal is to protect our clients from life’s what-ifs. The right insurance strategy will protect you and your loved ones from potential risks and help ensure a solid financial future.

• Life Insurance
• Disability Insurance
• Long-term Care Insurance