Goals and Values
Our Goals
Whatever your financial goals, ours is to help ensure you manage it with creativity, confidence, and stability. We seek to do this through the establishment of diversified portfolios with less risk than financial benchmarks, by nurturing growth in good financial markets and preserving capital in unstable environments.
Core Values
While each client and their financial situation and goals are unique, there are basic core values that guide us in our pursuit of helping manage our clients’ objectives.
Client Service
Place client needs first; it is our passion
Our proactive approach to client service is geared towards saving our clients time and anxiety. Our structure means we can pursue your financial investment needs without the complexities associated with working with more than one company.
We systematically and proactively review your portfolio. This process manages that your investments keep pace with the changes in your life.
Teamwork
Working together for common goals
Our team begins with you. Your part is to know what matters to you when it comes to your life and your money. Our part is to understand your priorities and manage that your money is placed so that you can pursue your dreams. We will work with your CPA, lawyer or other advisors in order to make certain you are on track to work toward your financial goals.
Quality in Execution
Do it once; do it well
As a client of Strategic Financial Services, we will identify your objectives and based on those objectives develop, implement and monitor a plan specific to your requirements and goals. It is your objectives, not ours, that inspire our recommendations.
Ethics
Honesty and professionalism
Integrity, honesty and professionalism are among the most critical attributes one should look for in a financial advisor. These principles are most often used to describe Jim D'Aprile. Strategic Financial Services is committed to the highest ethical standards of this industry.
Critical Review
Unrelenting pursuit of excellence
We at Strategic Financial Services systematically research and review products, services and systems that could improve our service and benefit our clients. We are dedicated to being up to date and on the cutting edge of our industry whether it is in the products and services we offer access to or the way we organize our business.
Enjoyment
Supplying the resources and physical environment
that bring out the best in people
There is never a better time than now to prepare for those days when you will be free to pursue your passions. It is our goal to assist you in maximizing the amount of free time you so richly deserve. By working closely with you and understanding your specific requirements, we will help arrange the details that affect your financial future.
Privacy
We value the need for privacy
As with our commitment to integrity, honesty and professionalism, we are also completely respectful of and committed to your privacy. We understand the sensitive nature of your financial plans and goals and appreciate the trust you place in us.