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315-218-7350

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    rick@estateplanningwithstrategic.com

      5784 Widewaters Pkwy, 1st Floor Dewitt NY 13214

Mission Statement​

© 2026 | Built, Powered & Developed by:​ ePIC Services Company

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

 

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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    rick@estateplanningwithstrategic.com​

     5784 Widewaters Pkwy, 1st floor Dewitt NY 13214

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315-218-7350

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Estate Protection Advisors

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rick@estateplanningwithstrategic.com​

315-218-7350