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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Life insurance proceeds are generally tax-free. But not in all cases.
Retirees traveling abroad need to know that their health insurance travels with them.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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 market is as unpredictable as the weather. We’d love to help you prepare.
Around the country, attitudes about retirement are shifting.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
With alternative investments, it’s critical to sort through the complexity.