Zora Dugan is Director of Business Development for Financial Strategies and also in charge of the Front Office operations on a daily basis.  She has over twenty years experience in Sales and Marketing and brings a creative and innovative outlook to our group.  She would normally be your first contact point when you call.  

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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