Financial Planning

• Comprehensive Finanicial Planning all the way down to segmented niche planning per each clients needs

Business Planning

• Comprehensive Business planning as well as segmented business planning to include
  • Benefits Planning
  • Succession Planning
  • Owner / Executive Comp
  • Business Buy / Sell agreements

Education Funding Planning

• Education Savings Accounts
• 529 Plans
• Loan Options
• Scholarship options

Retirement Planning

• Accumulation
• Distribution Planning

Insurance Planning

• Review Property and Casualty Coverage:  Homeowners, Auto, and Umbrella Policies
• Review Personal Coverage:  Health, Life, Disability, and Long-Term Care

Investment Planning / Management

• Asset Allocation
• Risk Management

Estate Planning*

• Beneficiary Designations
• Will and Trust Review
• Powers of Attorney

Tax Planning*

• Review 1040 Personal Tax Return and Schedules
• Review Business Tax Returns

*This information does not constitute advice in the area of legal, or tax advice. it is your responsibility to seek guidance and advice of your own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.

Timothy J Hummel,  Steven A Newman, and John J Langford are registered with and offer securities through Kovack Securities, Inc Member  FINRA / SIPC 6451 N Federal Highway, Ste 1201 Ft LAuderdale, FL 33308 954-782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered Investment Advisory Firm. Strategic Planning Partners, LLC is not affiliated with Kovack Securities, Inc or Kovack Advisors, Inc. Registered Representatives may only conduct business with residents of the states and/or Jurisdicition for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee , approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc or Kovack Advisors, Inc.