About STRATEGIC FINANCIAL, LLC
STRATEGIC FINANCIAL, LLC is a financial advisory firm that provides comprehensive financial planning and investment management services to clients. The firm is committed to helping clients achieve their financial goals and partnering with them to develop personalized strategies that align with their unique objectives.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial planning and investment management services.
- Partners with clients to develop personalized strategies aligned with their unique goals.
- Provides expertise and guidance on a wide range of financial matters.
- Committed to helping clients achieve their financial goals.
Facts and Insights
Here are some notable facts and insights about STRATEGIC FINANCIAL, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
As of 2020, STRATEGIC FINANCIAL, LLC manages more than $500 million in assets for their clients. The firm also has 10 advisors dedicated to providing top-notch financial services. STRATEGIC FINANCIAL, LLC has been in business for 12 years, establishing a solid track record of success and building valuable relationships with their clients.
Financial Services Offered
STRATEGIC FINANCIAL, LLC offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
STRATEGIC FINANCIAL, LLC works with a diverse clientele, including individuals, families, and small business owners. The firm understands that each client has unique financial needs and objectives, and they tailor their services to meet those specific goals.
Fees & Compensation
At STRATEGIC FINANCIAL, LLC, they believe in transparency when it comes to fees and compensation. The firm primarily uses a fee-based compensation model, which means they charge a percentage of the assets they manage for their clients. This aligns their interests with their clients, as the firm’s compensation is directly tied to the performance of their clients’ portfolios.
Background
The team at STRATEGIC FINANCIAL, LLC is comprised of highly qualified and experienced professionals. They have a deep understanding of the financial industry and are equipped to provide sound financial guidance to their clients. The firm’s advisors hold various industry certifications and have a wide range of expertise in different areas of finance.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is essential to understand any potential conflicts of interest or disciplinary actions. At STRATEGIC FINANCIAL, LLC, the firm and its advisors have a clean record, and no disciplinary actions have been taken against them. This information is publicly available on the SEC’s website, and the firm encourages clients to do their due diligence before choosing a financial advisor.