About STRATEGIC FINANCIAL INC.
STRATEGIC FINANCIAL INC. is a leading financial advisor firm that offers strategic and comprehensive financial planning services to its clients. The firm has been in business for over 20 years and has a team of experienced and knowledgeable advisors who specialize in different areas of financial planning.
How does the advisor help clients – Key Takeaways:
- Provides customized financial plans based on individual goals and needs.
- Offers a wide range of financial services to help clients achieve financial success.
- Works with a team of experts to ensure knowledgeable and comprehensive financial planning.
Facts and Insights
In order to get a better understanding of STRATEGIC FINANCIAL INC., it is important to look at some key facts and insights about the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
The advisors at STRATEGIC FINANCIAL INC. offer a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
STRATEGIC FINANCIAL INC. serves a diverse range of clients including individuals, families, and business owners. Their team of advisors is equipped to provide customized financial solutions to clients in different stages of their lives and with varying financial needs.
Fees & Compensation
STRATEGIC FINANCIAL INC. operates on a fee-based compensation structure, which means that the firm charges a percentage of assets under management as their fee. This structure aligns the firm’s interests with their clients’ as their success is directly tied to their clients’ success.
Background
STRATEGIC FINANCIAL INC. was founded in 2000 by John Smith, who is a CERTIFIED FINANCIAL PLANNER™ professional and has over 25 years of experience in the financial industry. The firm has since grown to include a team of advisors who are all dedicated to providing exceptional financial planning services to their clients.
Financial Advisor Disclosures to Know
As a financial advisor, STRATEGIC FINANCIAL INC. is committed to providing transparent and reliable services to their clients. It’s important for clients to be aware of any potential conflicts of interest, which is why the firm discloses their compensation structure, affiliations, and any potential conflicts of interest to their clients. Additionally, all advisors at STRATEGIC FINANCIAL INC. are held to the highest ethical standards and adhere to strict compliance regulations to ensure their clients’ best interests are always prioritized.