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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Do your insurance needs stay the same when the nest empties?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years. Are you prepared to fill that many days?