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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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."
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This checklist can give you a quick snapshot of how prepared you are.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you know these three personal finance sayings?
Around the country, attitudes about retirement are shifting.
What is your plan for health care during retirement?
How does your ideal retirement differ from reality, and what can we do to better align the two?