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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
For homeowners who think their property taxes are too high, there are ways to appeal.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here are five facts about Social Security that are important to keep in mind.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It's important to make sure your retirement strategy anticipates health-care expenses.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how to set up your financial goals for success? This knight does.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
With alternative investments, it’s critical to sort through the complexity.
For women, retirement strategy is a long race. It’s helpful to know the route.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.