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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
It sounds simple, but paying yourself first can really pay off.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
As our nation ages, many Americans are turning their attention to caring for aging parents.
One way to find money is to examine your current spending habits and eliminate money wasters.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Why are 401(k) plans, annuities, and IRAs so popular?
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?