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Strategic Financial Associates, LLC
Jim Adkins
President & CEO
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WHO WE ARE
ABOUT US
OUR TEAM
SFA BIOS
SFA "AT A GLANCE"
OUR INVOLVEMENT
WHAT WE OFFER
OVERVIEW
INDIVIDUAL PLANNING
EXECUTIVE PLANNING & BENEFITS
ESTATE & LEGACY PLANNING
INSURANCE & RISK MANAGEMENT
LIFE PLAN STRATEGIES FOR YOUR BUSINESS
GROUP BENEFITS
HOW WE DO IT
THE PLANNING PROCESS
THE INVESTMENT PROCESS
OUR STRATEGIC PARTNERSHIPS
EDUCATIONAL RESOURCES
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VIDEO LEARNING LIBRARY
CONCEPT PIECES ON PLANNING STRATEGIES
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WHERE WE DO BUSINESS
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Concept Pieces on Planning Strategies
Our clients benefit from the unique team approach that SFA offers, working hand-in-hand with our elite planning partners at The Nautilus Group
®
. Below please find articles discussing just a few of the areas in which we offer expertise.
Asset Protection Strategies
Charitable Giving Overview
Deferred Compensation
Trust vs. Will
Term & Permanent Life Insurance
Transfer of Policy to or from Business