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Strategic Financial Partners & TMA Corporate Partnership

As a Corporate Partner, Strategic Financial Partners has been named as the approved Financial Planning Group for the TMA. With our experienced advisors and in-house expertise, we can help you plan for the moments that matter most in life. We’ve established this Financial Wellness hub for TMA’s physicians and  their families. Here you’ll find our regular postings on wealth Strategies, including tax law changes, investment commentary, and information on Financial & Risk Management Products. We are proud of our relationship with the TMA and look forward to meeting with each of you soon.

Financial & Risk Management

Wealth Strategies

Now may be the best time ever to do a comprehensive review of your Disability Income protection strategy because your exclusive TMA Member Disability Insurance offering through MassMutual just got even better. Click here to read more

Elections have consequences – especially when they result in the Presidency, the House and the Senate all being controlled by the same party. Click here to read more

Investment Commentary

In a world where information is your most valuable commodity, RU$H HOUR podcast helps you sift through the rhetoric and get clear understanding of the financial world around you.

See below for the most recent podcasts. Click here to visit Spotify for full list of podcasts.

In this podcast episode Matt and Dominic Nolan, Senior Managing Director of Pacific Asset Management, discuss the elements of Bitcoin and the disruptive possibilities of Blockchain.

In this podcast episode Matt sits down with Strategic Financial Partner's Head of Wealth Strategies, Pat Crowley to discuss the challenges small business owners face in today's economy and some potential planning solutions they might want to consider.

In this podcast episode we hear from Fidelity Investments Business Development Director, Sergui Postolache as he shares how they help clients construct portfolios and adjust course along the way.

In this podcast episode Matt sits down with First Trust Deputy Chief Economist, Robert Stein to discuss the upcoming election and what tax policy could look like going forward.