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.

Fee-Based Packages
Strategic Financial provides experienced assistance in the following areas:
Investments
- Exchange Traded Funds
- Mutual Funds
- Variable Annuity
- Unit Investment Trusts
- Brokerage Accounts
- Common Stock
- Bonds
- Certificates of Deposit
- Government Securities
- Roth IRA
- SEP IRA
- SIMPLE IRA
- Traditional IRA
- Coverdell Education Savings Plans & 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
- Long Term Care Insurance
Business Planning
- Key Person Coverage
- Executive Benefits
- Business / Farm / Practice Succession Strategies
- Qualified Retirement Plans
- Family Transfer Issues
- Agreement Funding Strategies
- Coordinated Legal Document Preparation