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.
Helpful Content
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
View all articles 
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
View all calculators
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.