Strategic Financial Planning Inc

Strategic Financial Planning Inc is a financial planner in Hopkins, MN, located at 601 Carlson Pkwy. It holds a rating of 1.00 based on 1 reviews.

The firm provides investment management and financial planning services to individuals and families who value their time and require professional financial management to preserve and grow their net worth. President Brian Durand brings over 30 years of experience advising clients. He takes a hands-on approach to creating and delivering plans, focusing on understanding client goals, objectives, hopes, and dreams. The firm believes ongoing and proactive investment management and financial planning are fundamental to achieving life goals and enhancing quality of life.

Strategic Financial Planning Inc operates as a fee-only firm. It receives no commission or other compensation from financial products or services it recommends. This structure ensures advice is without bias toward any financial product. The firm delivers peace of mind through trusted advice.

Areas of expertise include asset allocation, retirement planning, cash flow, liability management, asset protection, income tax planning and management, and wealth transfer and estate planning. The firm helps clients determine appropriate risk levels and asset allocation to achieve long-term goals. Services include incorporating 401(k) or 403(b) plans into overall portfolio design and monitoring portfolio performance in various economic conditions.

The firm assists with retirement scenarios, income sustainability, Social Security timing, and part-time work impacts. It addresses children's security and educational expenses, cash reserves, and debt management. Strategic Financial Planning Inc advises on mortgage structuring, company stock options, and personal liability coverage, including automobile, homeowners, life, disability, and long-term care insurance. The firm does not sell or receive compensation from any insurance it recommends.

Tax strategies include lowering taxes through small business use, maximizing after-tax returns, and reducing Alternative Minimum Tax exposure. Estate planning services involve gifting strategies, trusts, wills, beneficiary designations, and charitable support. The firm aims to minimize costs, taxes, hassle, and delay for heirs while treating children fairly. Clients can contact Brian Durand to set up a free initial consultation.

Strategic Financial Planning Inc is situated on Carlson Parkway in Hopkins, MN, just a short distance from Deer Creek Parkway and the Park Nicollet Clinic Minnetonka Carlson Parkway.

The business holds a Performance score of 84 out of 100, measured by SEOScanPRO. This metric evaluates website loading speed, which helps retain visitors and supports search engine ranking.