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

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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.

How We Do Business

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can Offer You

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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Helpful Content

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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