Our Services
At S2 Financial Partners, we offer expertise in the following areas:
- Retirement Planning and Beyond
- Transitioning from Work to Retirement
- Income Planning - Building Your Paycheck
- Risk Management and Asset Protection
- Tax Planning (Both Pre-Retirement and After)
- Investment Consulting
- S.O.S. (Second Opinion Services)
- Insurance (Life, Disability, and Long Term Care)
- Long Term Care Planning
- Social Security Planning
- Strategic Money Management
- Investment Withdrawal Strategies
- Business Succession Planning
- Memory Money Management
- Strategic Partner Network
- Legal
- Tax Information
- Home and Auto Protection
- Eldercare Services and Counseling
* Securities are offered through Cambridge Investment Research FINRA/SIPC. Fee-based advisory services offered through Cambridge Investment Research, a registered investment advisor.