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1931 65th Avenue, Unit B
Greeley, CO 80634         
970-353-7124

Team

At Strategic Financial Management, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Randee Cook, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(970) 353-7124

As a CERTIFIED FINANCIAL PLANNER™(CFP®), I help busy professionals balance their work lives and family lives. Proactive financial planning helps ensure that your hard work translates into achieving your financial goals for...

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Debra is the Operations Manager for Strategic Financial Management, Inc., providing Operations and Compliance solutions and service for our clients.

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Terry Alleman

Client Services Associate

970-353-7124

970-353-0182

Terry is the Client Services Associate for Strategic Financial Management, Inc. with 25 years’ experience in the financial services industry servicing clients and large financial institutions.

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