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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

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Principles

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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