What do you want for the rest of your life?

We help you visualize your life going forward; the rest of your career, the Retirement you have always dreamed of, the “Golden Years” that according to many are not so Golden.

One of our favorite conversations is “When is enough”  and what that means to you, your family and your current plan.

Are you concerned about the Economy, the last Recession, the Fed, the Market Today or any other number of thoughts that can immobilize your thinking and cause financial panic.  We follow the various markets and trends so you don’t have to. Not to say you should not stay informed, but really, do you want to spend all day reading tickers and watching screaming heads on the TV?

It’s our job to “Sweat the Details” so you can get on with your life.  See here for a description of the Financial Planning process.   We review all your financial stuff and help you sort it out.  Questions about IRA’s, Social Security, Retirement Plans, Life Insurance, 401(k)’s, Long Term Care, Municipal Bonds, Home and Auto Insurance, Estate plans, College Funding, etc.   Quite a list.  All this and more will be reviewed as needed and we will help you sort out options and find the answers.

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Let's get acquainted!

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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Advice for Counsel

For over twenty five years, Financial Strategies has worked with attorneys

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Taxes !! Paying too much?

Most Financial Planning firms do not prepare tax returns. We have always believed this is a mistake.

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The 2 Hour Tune-up

Sometimes you may have questions, but no further interest in going through the comprehensive financial planning process.

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Suddenly Single

There are points in life where everything changes.  You suddenly have responsibility for issues you never had to deal with and no idea where to turn

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