Wealth Management Strategies for
Both Personal and Business Finances
When you are your business, the line between personal and business finances blurs. Consulting with one financial advisor for your business and a separate advisor for your personal life doubles your financial planning work—and can miss some of the complexities of your situation.
Strategic Financial specializes in creating a wealth management strategy with a holistic view. Your personal and professional finances are intertwined; your financial plan should address both. You shouldn’t have to do the work twice to get a comprehensive plan.
Choose the right mix of services for individuals and businesses that fits your particular needs.
individual
Expert Knowledge for
Your Unique Situation
Creating personal wealth doesn’t just happen. It’s the result of detailed, expert planning based on your individual situation—something a computer-built strategy may not offer. We apply our deep financial knowledge to your unique situation. Explore some of the services we offer below.
01.
Investment Strategy and Budgeting
To achieve your investment goals, you need a strategy crafted for your unique situation. Templates and computer-generated reports may not get you there. Our checklist evaluates and scores your current investment strategy. We’ll then write an investment and budgeting strategy guide customized to your situation and goals. We’ll even implement it for you!
Take our Investment Planning and Management Quiz to see where your current investment strategy could use some help.
02.
Tax Optimization
Taxes are unavoidable. But assessing your tax risk and burden can be complicated, and errors can lead to huge penalties and financial destabilization. Be prepared. Our Tax IQ Analysis results in personalized advice to help you avoid overpaying or paying needless penalties. We’ll work directly with your accountant or you can work with ours.
Take our Income Tax Planning and Capital Gains Management Quiz to assess your need for tax optimization support.
03.
Retirement Planning
You work hard. You should be able to retire. But how much do you need and how will you get there? We’ll help you create a road map that leads to the reward of retirement.
Take our Retirement Planning Quiz to assess your need for a retirement planning analysis.
04.
More Personal Financial Services
What else can we help you with?
• Estate Planning. Set your estate up to make your passing easier on your loved ones. Avoid leaving a financial mess.
• Large Purchase Planning. Whether it’s a second home, a new business, a boat, or another large purchase, the ability to purchase starts with a plan.
• Family, Divorce, Disability Planning. Life throws curve balls. Make sure you’re financially prepared.
• 401(k) Optimization. Customize your retirement investments to your financial goals.
• Risk Minimization and Planning. Protect your wealth! We’ll help you minimize risk and plan against future risk.
Contact us today to get started:
Business
Support Your Business
Throughout Its Lifecycle
Your business is you. It’s the result of your skills, your specialized knowledge, and your blood, sweat, and tears. You care for it, growing it as a way to provide for yourself and your loved ones. But you can’t do everything on your own.
We can be your trusted partner in financial, structural, and continuity areas. We can assist throughout your company’s lifecycle, from inception to growth to sale. Below is a sampling of the business financial services we offer.
01.
Business Continuity Planning
You take care of your family through your business. But what happens if you become disabled and can no longer work in your business? What happens after you pass away?
Business continuity planning ensures that your heirs will be taken care of, maximizing the compensation. You need the right documents in place to ensure a successful transition when the time comes.
Are you ready? Take our Business Continuity Planning Quiz to find out.
02.
Benefits Design
The market for top-shelf employees is competitive. To win the best talent, you need to offer an attractive benefits package. You also have to be able to afford that benefits package.
Through our Benefits Design service, we’ll help you provide the best benefits package you can, balanced with the expense of maintaining it.
How does your benefits package stack up against your competitors’? Take our Benefits Design Quiz to find out.
03.
More Advanced Business Strategies
We also offer:
• Business and Partnership Structure. What entity structure is right for you? We’ll assess your situation and provide you with expert advice.
• Prep for Sale and Advocate Through Sales Process. Selling your business can be a complicated and emotional process. We’ll introduce you to key resources to help you prepare for the sale and be your advocate throughout the process.
• Outsourced C-Suite. We all need advice sometimes. Tap into our outsourced C-suite.
• Tax Optimization. We’ll assess your tax risk and burden and provide personalized advice to help reduce your tax bill.
Protect what you’ve built. Contact us today to get started:
More Advanced
Business Services
Business and Partnership Structure
What entity structure is right for you? We’ll assess your situation and provide you with expert advice.
Prep for Sale and Advocate Through Sales Process
Selling your business can be a complicated and emotional process. We’ll introduce you to key resources to help you prepare for the sale and be your advocate throughout the process.
Outsourced C-Suite
We all need advice sometimes. Tap into our outsourced C- suite.
Tax Optimization
We’ll assess your tax risk and burden and provide personalized advice to help reduce your tax bill.
Protect what you’ve built. Contact us today to get started.
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
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, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. 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. Osaic Wealth, Inc. does not provide tax or legal advice.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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