Today's investment climate offers unprecedented opportunities. At Strategic Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals.
2. A well-defined road map for pursuing those goals.
3. Ongoing advice to help adjust their roadmap when their needs change.
For 20 years, I have been committed to providing education and financial planning services to a wide variety of clients. I am passionate in my dedication to my clients’ needs and goals.
As an independent advisor, I am in the position to remain objective and always keep my clients’ best interests as my priority. I do not deal in proprietary products and therefore have the ability to advise you impartially on financial products and services.
I seek to deliver consistent results, add value to my clients' financial well-being and increase satisfaction to enhance their quality of life.
My success is not only measured by addressing my clients’ financial goals but also by building long term relationships. Regardless of your age, income or personal situation, at Strategic Financial Services we will work with you to define your goals: short term, mid term and long term, and then create and implement a financial plan to help you pursue those goals all the while building a relationship that strives to withstand the test of time.
Our services cover all areas of financial management, from investment and retirement planning to insurance retirement planning services and wealth distribution. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill in the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Strategic Financial Services, please contact us today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
You’ve made investments your whole life. Work with us to help make the most of them.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?