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Services

Your top priority is taking care of your family, so we make that our top priority, too.  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 our foundation of success.

Strategic Financial provides experienced assistance in the following areas:

Investments

  • Exchange Traded Funds
  • Mutual Funds
  • Annuity
  • Unit Investment Trusts
  • Brokerage Accounts
  • Common Stock
  • Bonds
  • Certificates of Deposit
  • Government Securities
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Traditional IRA
  • 529 Plans

Financial Planning

  • Comprehensive Financial Plans
  • Asset Allocation Analysis
  • Retirement Planning
  • Estate Plans
  • 401(k) Planning
  • 403 (b) Planning
  • College Funding Strategies
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans  

Insurance

  • Disability Income Insurance
  • Life Insurance
    • Term life insurance
    • Whole life insurance
    • Universal life insurance
  • Long Term Care Insurance

Business Planning

  • Key Person Coverage
  • Executive Benefits
  • Cash Balance Plans
  • Business / Farm / Practice Succession Strategies
  • Qualified Retirement Plans
  • Family Transfer Issues
  • Agreement Funding Strategies
  • Coordinated Legal Document Preparation