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Strategic Financial Associates, LLC

About Strategic Financial Associates, LLC

At Strategic Financial Associates, LLC, our staff works together as an integrated team to service our clients. Through creative ideas and the knowledge to back them up, Strategic Financial Associates, LLC endeavors to provide you with quality products and services necessary to accomplish your individual and professional financial goals. Our services – more... include:


Estate Conservation - In conjunction with the Nautilus Group, we evaluate your current financial plan and recommend insurance and financial products to help protect the wealth you have accumulated. The appropriate solutions may minimize potential tax and inheritance problems and help ensure the availability of liquid assets to help pay the taxes and settlement costs your heirs will face. Retirement Funding - If you are retiring or changing careers it may be time to decide what to do with the funds in your employer-sponsored qualified retirement plan. Ideally, you would like to select an option that meets your retirement needs, minimizes the impact of taxes, and avoids penalties. If you are still in the accumulation phase, we can help you to set up a diversified portfolio to meet your individual needs and achieve your retirement objectives. If you don't know what your needs or objectives are, then we can help crystallize those visions and get you to act upon those desires. Let us help you review your available options and offer financial and insurance products to help achieve your objectives. Business Succession - We work with business owners to make sure their income needs are covered in case of Disability or Death. Businesses can rely on us for buy-sell funding with life insurance to cover a buy-out due to death or disability and offer innovative solutions to the very real problems of transferring your business to those you designate. Our experience is in preparing you for the efficient succession and continuous successful operation of your company and/or positioning the business for sale to outside parties. Financial Planning Services - As an Investment Advisory Representative, associated with Eagle Strategies, Corp., a Registered Investment Advisor, we can help you look at your financial picture as a whole and help you crystallize where you've been, where you are now, and help you get to where you want to be financially. We offer an objective, fee-based approach to financial planning. You may choose to work with us on a comprehensive basis or limit the scope and focus of the plan to help you achieve your goals. We will help you explore a variety of avenues, from Estate Planning and Survivorship Protection, to Retirement Planning and Wealth Accumulation. – lessMore from ZoomInfo »

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