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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Important items to consider when purchasing condo insurance.
A look inside the U.S. government's statistics on household net worth.
A change in your mindset during retirement may drive changes to your portfolio.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are five facts about Social Security that are important to keep in mind.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”