Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.

Why Choose Strategy First?

Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Strategy First Financial:

Valuable Experience

Because over ninety percent of our clients are heading towards retirement with similar concerns, we are in an ideal position to help meet their needs. When you choose Strategy First, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history. As a team, we have over 25 plus years of combined asset management experience!

How much risk is your retirement savings exposed to?

Will you receive your full Social Security benefit?

Can you create a retirement income plan that lasts as long as you do?

Do you have access to technology that can make your retirement easier to manage?

Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it - simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including:

• Comprehensive Financial Lifestyle Planning
• Legacy and Estate Planning
• Tax Minimization Strategies
• Risk Management and Asset Protection                   
• Enhanced Portfolio Reporting
• Frequent Communication and Education

Independence and Objectivity

As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.