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Strategic Financial Services

Building, Managing & Protecting Wealth

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Our Process

We create strategies that are tailored to your needs and goals. 

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Welcome to Strategic Financial Services

Welcome to Strategic Financial Services. It is our business to help you manage your wealth based on your personal situation and goals. It is our privilege to earn your trust and confidence to do so.

You will find more details on this website about the array of products and services and we offer but the real value is how they are used to personally serve you

-Lisette R. Ehrat

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Mission Statement

We will serve our clients in a personal, thoughtful and knowledgeable manner to help attain long-term goals, objectives and interests that meet or exceed client expectations. Strategic Financial Services will put our obligations to clients first with integrity and responsive service.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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