Our Company

 

As partners in S2 Financial Partners, “we help you retire.” We work with clients to help them solve problems as they work toward securing their financial future. This means having a positive approach, being proactive rather than reactive, and using a conservative thoughtful approach designed to protect your assets based on YOUR goals and schedule.

* Retirement strategies for both business and individuals

* Tax advantaged retirement strategies using a client first approach designed to determine their needs/wants/goals and offer solutions to achieve them.

* Exit/Succession Planning Strategies for Businesses that want to manage their exit from a business (whether planned or unplanned) to meet the goals of the owners.

* Financial educational presentations for groups or businesses

* We offer expertise in Federal/State Employee benefits and retirement strategies

Your Referral is our Highest Compliment