ABOUT US
Founded in 2002, Strategic Financial Associates provides expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation and distribution. Working as a cohesive team to provide innovative financial solutions and exceptional client service, we can assist you in coordinating the many different aspects of your financial life, and then develop
a comprehensive plan to help you meet your goals and objectives. Leveraging both internal and external resources, we are uniquely prepared to assist you with your needs. Whether you are an individual concerned about securing a comfortable retirement, a business owner wondering how to effectively monetize succession of your business, or a family member facing estate conservation or asset transfer issues, SFA can assist you. OUR PURPOSE
Strategic Financial Associates is a holistic financial planning and wealth management firm that specializes in working with executives, business owners and affluent individuals and families. Committed to the belief that the only plan that truly succeeds is customized to fit your individual needs, we take exceptional care to understand your unique financial situation, goals and objectives and tolerance for risk. Utilizing the best analytical tools available to us, we design and continually monitor your plan to ensure optimal results and relevance. Whether you are in the accumulation, preservation or distribution phase of your financial life, we can assist you with both building and managing a customized solution. OUR SPECIALITIES
• Comprehensive Wealth Management
• Holistic Financial Planning
• Investment Advisory Services
• Executive and Business Planning
• Life Insurance Planning
• Health and Disability Insurance Planning
• Group Benefits Planning
• Long Term Care Insurance
• Retirement and Educational Planning
• Estate Planning
PRODUCTS
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to business planning, succession planning, executive benefits, cash management, tax planning, college funding, retirement planning, and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions.
