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.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
How long does a $20 bill last?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?