Strategic Estate Planning Services, Inc

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Strategic Estate Planning Services, Inc A Comprehensive Financial, Insurance & Estate Planning Firm AEWM and Strategic Estate Planning Services are not affiliated companies.

A Comprehensive Financial, Insurance & Estate Planning Firm providing Income/Retirement plans for Investments, Annuities, Life Insurance & Long Term Care. Investment advisory services offered only by duly registered individuals through AE Wealth Management LLC, (AEWM). Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1959217 - 8/23

Financial planning isn't just about retirement. It's about making smart decisions at every stage of life. In Part 1 of o...
10/16/2026

Financial planning isn't just about retirement. It's about making smart decisions at every stage of life.

In Part 1 of our Cycles of Income Planning series, we're focusing on the early career years and the financial steps you can take now to build a strong foundation for your future.

Insurance products are offered through the insurance business Strat...

Are you planning ahead for taxes in retirement? Required Minimum Distributions (RMDs) can have a significant impact on y...
10/09/2026

Are you planning ahead for taxes in retirement?

Required Minimum Distributions (RMDs) can have a significant impact on your retirement income and tax situation. With the right planning strategies, you can make more informed decisions and potentially reduce your tax burden.

Investment advisory products and services made available through AE...

What are Trump Accounts, and how do they actually work?In this week's video, I break down what parents need to know abou...
10/02/2026

What are Trump Accounts, and how do they actually work?

In this week's video, I break down what parents need to know about Trump Accounts, including how they work, who they’re for, and what they could mean for your child’s financial future.

Watch now to learn more!

Investment advisory products and services made available through AE...

Thinking about retiring early? There may be more to consider than you think. Before making the leap, make sure you’re pr...
09/25/2026

Thinking about retiring early? There may be more to consider than you think. Before making the leap, make sure you’re prepared for the hidden costs that can come with early retirement.

Hidden Costs of Retiring Early.Insurance products are offered thr...

What is the PROMISE Act, and what could it mean for your estate plan?In our latest video, we’re breaking down the PROMIS...
09/18/2026

What is the PROMISE Act, and what could it mean for your estate plan?

In our latest video, we’re breaking down the PROMISE Act and what you need to know about its potential impact on estate planning, taxes, and your financial future.

▶️ Watch now to learn more and make sure you’re prepared for what’s ahead.

Breaking Down The Promise Act.Insurance products are offered thro...

In this video, we break down the Backdoor Roth process, who may benefit from it, and key considerations to keep in mind ...
09/10/2026

In this video, we break down the Backdoor Roth process, who may benefit from it, and key considerations to keep in mind along the way.

Watch now to learn how a Backdoor Roth works and whether it could fit into your retirement strategy.

Investment advisory products and services made available through AE...

Planning for long-term care can feel overwhelming, but having a strategy in place can make all the difference.In this vi...
09/04/2026

Planning for long-term care can feel overwhelming, but having a strategy in place can make all the difference.

In this video, Mark will break down 13 strategies to help you prepare for long-term care costs and protect your financial future.

Insurance products are offered through the insurance business Strat...

Here are 4 signs it may be time to switch your financial advisor.The right advisor should do more than manage your inves...
08/28/2026

Here are 4 signs it may be time to switch your financial advisor.

The right advisor should do more than manage your investments; they should communicate clearly, understand your goals, and help you make informed decisions about your financial future.

If you’re questioning whether your current advisor is still the right fit, these are a few signs worth paying attention to.

▶️ Watch the full video to learn more.

Insurance products are offered through the insurance business Strat...

Avoiding common retirement mistakes can make a big difference in your financial future.Watch as we break down a few mist...
08/21/2026

Avoiding common retirement mistakes can make a big difference in your financial future.

Watch as we break down a few mistakes to look out for when planning for retirement.

Insurance products are offered through the insurance business Strat...

When should you take Social Security: at 62 or 70?Watch now to learn more.
08/15/2026

When should you take Social Security: at 62 or 70?

Watch now to learn more.

Investment advisory products and services made available through AE...

Address

4425 Plano Parkway, Suite 101
Carrollton, TX
75010

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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