Broker Check

1500 Boston Providence Highway
Suite 36
Norwood, MA 02062

James D'Aprile, CFP®, CHFC

(781) 769-6817

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Services

We create strategies tailored to your goals

Learn more

Independence

Without any conflicts of interest we put your needs first.

Learn more

Trust

We enjoy building trusted relationships that span generations.

Learn more

 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.

Client Centered

Without any conflicts of interest we put your needs first.

Learn more

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

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow