Congratulations
On Being Named a
2009 FIVE STAR Best in Client Satisfaction Wealth Manager
Strategic Estate Planning Services Group
Suite 1000
Dallas, TX 75240
(972) 899-0482
(800) 381-8870
SEPS4U@gmail.com
www.strategicestateplanning.com
We Work with You and Your Family to Create a Customized Estate Plan that Works while You are Living and Upon Your Death
- We promise to tailor your advice: We refrain from a one size fits all approach
- We promise to be trustworthy and communicate frequently
- We promise to address personal needs: We listen and provide solutions
Area of Focus: Income Stream Creation, Estate Document Education, Asset Protection, Annuities, Long-Term Care Help
Designations: Licensed by the Dept. of Insurance, CSA, Chartered Trust and Estate Planners
Advisor is licensed/registered to do business with U.S. residents in the states of: TX
Agents representing Strategic Estate Planning Services Inc. (SEPS) are not attorneys or certified tax experts, nor will the agents offer legal advice or tax advice. Agents are licensed insurance agents. We recommend you consult with your attorney or tax advisor before doing any planning. If you do not have an attorney or tax advisor we can recommend one to you. If any confidential information is conveyed to SEPS for the purpose of coordination of your estate plan, it will not disclose that information to third parties without your approval.
Strategic Estate Planning Services and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not Strategic Estate Planning Services clients. Actual client results and experiences will vary.
Left to right: FIVE STAR Wealth Manager Mark Pruitt, Della Pruitt, Ron Peak and Eddie Dunn
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.