Financial Strategies Inc.
Financial Strategies, Inc. is a fee-only, financial planning and investment management firm providing a level of service we call Private Client Service for individuals and their families. Private Client Service is the process of coordinating the many aspects of your personal financial planning, developing a road map for the attainment of your goals, and harmonizing the management of your investment resources. Each client’s financial profile is unique, so we take the time to get to know you and your needs, concerns, goals and values. Through our consultative process, a detailed plan specific to your situation is developed, frequently reviewed, and periodically revised, becoming a tool for guidance and decision making. Although we work with clients from a multiplicity of financial situations, our typical client is a successful corporate executive or a business owner that has between $1,000,000 and $15 million of invested assets, and wants and deserves a high level of personalized, integrated financial planning and investment management services.
Many of these clients are concerned about retirement, tax planning, investments, estate planning, and charitable giving. We help our clients make sound financial stewardship decisions in these areas and more, creating confidence, and peace leading to financial freedom.
These individuals and families recognize the need for an advisor who is experienced, has advanced expertise, and takes the time to get to know them and their financial situation.