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.
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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Why have the markets been so volatile recently?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A few strategies that may help you prepare for the cost of higher education.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Understanding the cycle of investing may help you avoid easy pitfalls.
A special needs trust helps care for a special needs child when you’re gone.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
All about how missing the best market days (or the worst!) might affect your portfolio.