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STRATEGIC FINANCIAL is an independent financial planning firm offering comprehensive financial planning, wealth management, and business consulting solutions to individuals and businesses. Since 1987, we have employed a “serve clients first” philosophy to help clients navigate life’s challenges and manage risks to reach their financial and personal goals.


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PROACTIVE ADVISOR MAGAZINE

 
A philosophy of serving clients first

by David Wismer | Advisor Interviews

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Securities and advisory services offered through FSC Securities Corporation., Member FINRA/SIPC.  Additional advisory services may be offered through Strategic Financial Services Corporation, a registered investment advisor, which is not affiliated with FSC Securities.

This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CT, DE, FL, GA, KY, MD, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA, WI. Please contact us to determine the states in which each representative is registered.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 


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