Vail Valley Bizwatch: Strategic Financial Partners Henry Reed
Business Name: Strategic Financial Partners.Date Opened: Strategic Financial Partners opened in Denver in 2004. The Vail Valley office opened in 2006.Partners: Jason Maples in Denver and Henry Reed in the Vail Valley.Web site: http://www.sfpcolorado.comAddress: 0077B Gambel Street, Eagle.Phone: 970-328-6070.E-mail: firstname.lastname@example.org.What goods or services do you provide? We provide comprehensive financial planning services, customized to the needs of our clients. We specialize in retirement accumulation and distribution strategies, estate and tax planning, business continuation planning, and financial life planning. What strategy do you use to differentiate your business from your competition? First, we are process-oriented rather than product-oriented. We spend a significant amount of time in the planning stage to understand our clients needs and objectives. Each client is unique and therefore requires a customized plan that is designed around their particular circumstances. We continually review our clients progress and make necessary adjustments as circumstances change throughout their lives.Because we are independent, our clients are free to choose who they use to implement their financial strategies. Many clients decide to go through us due to the quality and depth of our financial resources, but we leave that decision up to them. What philosophy do you follow in dealing with your customers? We do not look at a clients financial future by simply reviewing their income and net worth. We begin every clients financial plan with a discussion of their core values. In the end, its not about their money its about making their money work to accomplish their dreams and objectives.Tell us a little about your background, education and experience: Prior to entering the financial advisory business, Henry Reed oversaw the financial affairs of development partnerships in the Vail Valley and Lake Tahoe areas. Henry holds a bachelors degree in Civil Engineering from Clemson University and an MBA with specializations in finance and real estate from the University of Colorado. Henry is a financial advisor and holds his Series 7 and 66 securities licenses. Jason Maples, founder of Strategic Financial Partners, has provided financial and estate planning services for clients for more than 17 years. Jason has been recognized as one of Forty under 40 by the Denver Business Journal and received the Denver Foundations 2007 Philanthropic Award. Jason holds a bachelors degree in economics from Grinnell College.Whats new at your business? Strategic Financial Partners Vail will be hosting an open house May 14 from 5-7 p.m. at the Westin Riverfront Resort & Spa. If you would like to attend, call Henry Reed, 970-328-6070 or e-mail email@example.com.
Call your boss: Expect a powder day Friday