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Products & Services

The Products

We have access to an array of products with an obligation to only the client.  The products boast a myriad of characteristics but their value lies in their usefulness to your portfolio meeting your objectives.  
Stocks, Taxable and Tax-Free Bonds, Load and No-Load Mutual Funds, Fixed and Variable Annuities, Real Estate Investment Trusts, FDIC-Insured Certificates of Deposit, Equity-Linked CDs, Limited Partnerships, Tax Credit Programs, Direct Participation Programs, Traditional and Roth IRAs, Educational Saving Accounts, 529 Plans, Business Retirement Plans, Pension and Profit Sharing Plans, SEP, 401(k), Keough, 403(b)(7), and SIMPLE Plans, Insurance for Disability Income, Life, Long Term Care, Individual and Group Health.

Advisory Services

Clients may choose to have their portfolio managed on a fee-based arrangement.  This may be viewed to more closely reflect the perception of wealth management as a continuing process rather than a single event.  Advisory clients are offered portfolio management based on Nobel prize-winning portfolio theory utilizing Ibbotson data for asset allocation optimization.  Services such as privately managed accounts may also be utilized.

The SFS Difference

Many people have recognized the need for professional guidance and they look for the critical difference.  At Strategic Financial Services you are working with a licensed and educated professional who has access to an array of products with an obligation to none.  We are intent on building solid, long-term relationships with our clients and are happy to spend time getting to know you and your objectives.