Our Services

You know the security you want for yourself and your family doesn’t just happen by accident. You have to do something to make your dreams come true. And you can.

The good news is that if you do it today you can create security for your future. All you need is a plan, and enough perseverance. At Strategic Financial Services you’ll find all the help you need to make the best financial plan possible, and all the support you require to keep your investments on track as well. You can put your long-term goals within reach today.


Tomorrow does come... why not plan for it?

 

FINANCIAL PLANNING

 

  • IDENTIFY GOALS
  • GATHER INFORMATION
  • ANALYZE INFORMATION
  • PROPOSE SOLUTIONS
  • IMPLEMENT THE PLAN
  • MONITOR THE PLAN

WEALTH MANAGEMENT

 

  • PORTFOLIO DESIGN
  • ASSET ALLOCATION
  • PORTFOLIO IMPLEMENTATION
  • ONGOING PORTFOLIO MONITORING


RETIREMENT STRATEGIES

 

  • WEALTH ACCUMULATION
  • INCOME PROJECTIONS
  • DISTRIBUTION STRATEGIES
  • IRAs, ROTH IRAs, 401(k)s


ESTATE PLANNING REVIEW

 

  • FAMILY WEALTH TRANSITIONS
  • WILLS
  • TRUSTS
  • BENEFICIARY REVIEW