A Financial Services Corporation

¨ A Company that coordinates non-legal with legal services provided by an attorney in a unique package. The agency and agents are licensed by the Dept. of Insurance.

¨ Assisting clients with the coordination and Lifetime settlement of their estate at a reasonable cost.

¨ Complete assistance in funding the assets into the trust Deeds, Assignments, Stock Transfers, Letters to   Financial Institutions

¨ FREE notarization of all documents

¨ FREE Lifetime settlement assistance

¨ FREE Communication on elder issues

¨ FREE Funding review

¨ FREE review each 12 to 18 months

¨ FREE client requested reviews and planning at anytime 

¨ Customer Service 1-800-381-8870

¨ E-mail us at SEPS4U@gmail.com

SEPS can also help you with Financial planning, Creating income streams, 401K or any pension plan rollovers, Life Insurance quotes, Long Term Care quotes, Fixed and Indexed Annuity choices, Final Expense Plans, Medical Supplements, Linked Benefit planning, Reverse Mortgage Planning, Premium Financing for Long held Stocks and a host of other creative planning ideas for you and your family.  Planning is FREE to help you solve a particular need quickly, even if you do not have or want a lifetime service package.  Please go to the "Contact Menu" to call us when you need us.

THE PURPOSE OF SEPS: is to help you plan, preserve and protect your hard earned assets. Then seamlessly transfer as much as possible to your heirs when that time comes. We are a resource and planning company for you and your family. Feel free to call us with any questions.

SEPS offers a Lifetime of planning and service for you and your heirs.

Home Office:  

13455 Noel Rd., Two Galleria Tower, Suite 1000, Dallas, Texas 75240

Phone: 1-800-381-8870, Fax:  1-877-679-1396

Strategic Estate Planning Services is serving states such as Texas, Oklahoma, Kansas, Missouri, Ohio, Georgia, plus we network with many attorneys & estate planners in other states across the nation to serve you better.