Strategic Financial offers comprehensive and segmented financial planning, including asset allocation and investment recommendations. They provide specific investment recommendations that clients can implement themselves or have Strategic Financial implement on their behalf with a limited power of attorney. Services include financial position statements, cash flow analysis, tax planning, financial independence analysis, investment portfolio planning, investment management, estate planning, and insurance needs review. They also offer one-time investment consultations.
Fee Structure
Strategic Financial provides investment recommendations as part of their comprehensive financial services. The fee for these services is a negotiated fixed fee, not exceeding 2% of the assets they manage on your behalf. This fee is billed in three installments every four months.