As we reflect on over 50 years of combined experience in the financial industry, there are many things that have changed. Markets, investments and global economic conditions all look different than they did when we started in the industry. Yet, in the midst of all these changes, the one constant has been the families we serve. Sure, they have progressed as they’ve aged, but their financial goals, objectives and fears have not changed. Their parents had the same financial dreams and fears, whether it be providing for the family, building a nest egg for retirement or making sure they have enough money to last as long as they do.

The families we serve are what drive us. They motivated us to create a system that ensures the most important matters are always addressed. This philosophy is the driving force behind our proprietary process, the Strategic GPS — our Guided Planning System. We designed our Strategic GPS to help our families navigate through life’s changes.

We know you have what seems to be an infinite number of financial advisors to choose from when it comes to preparing for retirement. Selecting which one to trust with your wealth may be one of the most important decisions you make. Our firm isn’t a perfect fit for everyone, so to help you make an informed decision, we put together this booklet to help you gain some insight into who we are and what we do.

Here is the Strategic Investment Partners story. We look forward to hearing yours.

To your retirement success,

Al Luttman and Mike Braddy
Founders, Strategic Investment Partners