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 National Planning Corporation.

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.

View Pershing's Fee Schedule here