Welcome to Strategic Financial Management, Inc.
We work diligently to assist you in attaining your lifetime financial position, family goals and time horizons. By using an in-depth assessment of your present financial position, we'll provide a step by step process towards pursuing those goals.
Taking into consideration the ever changing economic conditions and various trends, we will assist you in optimizing your investment portfolio.
We strive to be long term partners with you for your continual success with your dreams, goals, and financial objectives. With over 30 years plus experience in the investment and financial industry, our mission is to build solid, reliable relationships with our clients by providing the highest degree of honesty, integrity, loyalty and quality service.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
How Income Taxes Work
A quick look at how federal income taxes work.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Building wealth requires protection from the forces of wealth destruction.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
How do the markets usually react to elections? Was the 2016 election any different?
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?