Our Services
Strategic Financial Planning provides financial planning services to address our clients' needs. These services can include:
- Retirement planning
- Investment management
- Social Security planning
- Tax planning
- Estate planning
- Asset allocation
- Budgeting
- College planning
We also provide risk management including life insurance, disability insurance, and long-term care insurance.
Our firm believes in providing services in the manner that best suits our clients' needs. Consequently, we can work on either a fee, commission, or hourly basis.
Our broker/dealer is Securities America, Inc.
Online access to your accounts can be established by signing up for a user ID and password. Please contact our office for information.
Fixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.