Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. is an independent, fee-only comprehensive financial planning and wealth management firm that places an emphasis on Life Planning.
As a registered investment advisor, Strategic Financial Planning, Inc. has a fiduciary duty to each and every client of the firm. Our policy is to protect the interests of each of the firm`s clients and to place the client`s interests first and foremost in every situation.
We use an interactive financial planning process that involves the client in designing their path to success, systematically uncovering challenges and offering effective solutions.
Our planning addresses investments, insurance, taxes, estate planning, and more, combining every aspect of your financial life into one plan for you. Visit our website for a detailed list of services.
We specialize in planning for physicians, business owners, and corporate executives, in addition to widows and divorcees. Our clients typically have household income of $200,000/yr. and up OR a net worth of $2 million and up.
For the safety of our clients, our employees, and our community, SFP is working virtually during the coronavirus health crisis. If you are ready to begin a conversation with us, we are happy to meet with clients via phone or videoconference instead of at our office.