Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth.
Our Vision: to excel in our role as one of the industry’s premier distribution organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach.
Our Strategy:
Holistic Approach—Each Financial Services Representative is backed by a team of specialists in investments and insurance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions.
Teams—We are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience.
Culture—We are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses.
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). 949 South Shady Grove Road, Suite 300, Memphis, TN 38120. 901.767.5951.
ACCOUNTING, BOOKKEEPING AND ADVICE.
Owning a small business is a lot less scary with us on your side. As Chartered Professional Accountants in Calgary and Okotoks, we’re here to make bookkeeping and taxes feel effortless, all year long.
We get to know you and your business, to help you work in a smarter, more streamlined way. We provide a clear price and clear process. And we use the best tools and technology available to save you time, save you money and save you from having to deal with the CRA. Ever.
The bookkeeping will be done, taxes will be paid, and you can finally take that vacation you deserve. It sounds awesome, we know.
Learn more about how our experienced team makes it easier to run a small business.
Alliance CPA Group is a full service CPA firm that specializes on growing small businesses’ bottom line. We provide customize engagement packages that focuses on our small business’ specific needs. We create, grow, and sustain value by providing the following Services:
Outsourced CFO •Financial Reporting •Audit Preparation •Cash Flow Management •Period-End Closing Procedures •Break-Even Analysis •Equity & Debt Financing •Budgeting •Cash Flow Forecasting •Expense Reporting & Analysis •AR and AP Management •Individual & Business Tax Preparation
We strive to provide high quality and timely services at affordable rates. Our strategy is to gain in-depth knowledge about our clients and their businesses. We pride ourselves on building long-lasting relationships with our clients. We develop and maintain these relationships by adding value and helping our clients meet their financial goals/objectives, create new opportunities, and experience overall growth.
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