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Our Company

You desire an advisor that listens and can help you understand the complex world of finances.  You would like someone to speak in plain language to you so you can have confidence and clarity in your financial goals.  When our clients are confident in their financial stability, we have done our job.  Our reputation thrives on our high level of customer satisfaction.  

Our Mission 

Providing clarity. Building Wealth. Empowering life's possibilities. 

Our Values

We believe in empowering our clients in their financial world through passionate excellence in the work we do and by acting with integrity at all times.  We believe honesty and transparency should be forefront in our relationships with our clients.  We believe collaborative relationships centered around education and empowerment will lead to a fulfilling client experience.  

                        The Strategic Financial Team

                        The Strategic Financial Team

Our team approach allows us to offer a full-range of financial services to our clients that allows us to adapt to the ever-changing economic environments.

STRATEGIC INVESTMENT PLANS 
Portfolio Analysis 
Asset Allocation 
Asset Management Analysis 
Fee-Based Management 
Tax Reduction Strategies

STRATEGIC FINANCIAL PRODUCTS 
We offer a full range of investment and insurance products available in the marketplace.

STRATEGIC BUSINESS PLANS 
Business / Farm / Practice Succession Strategies 
Qualified Retirement Plans 
Family Transfer Issues 
Agreement Funding Strategies 
Coordinated Legal Document Preparation

STRATEGIC ESTATE PLANS 
Gift and Estate Tax Strategies 
Multi-generational Planning 
Asset Valuation Discount Techniques 
Remainder Interest Transactions 
IRA / Qualified Plan Distribution Strategies 
Charitable Planning 
Asset Protection Plans

STRATEGIC INSURANCE PLANS

Life Insurance Strategies

Income Replacement Strategies

Comprehensive Insurance Review



We do not offer tax and/or legal advice.  Tax and estate planning services provided in conjunction with your licensed tax and legal professionals. 

For advice specific to your situation, please consult the appropriate financial professional.

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