10 reasons to call us your financial planner: 1. Our advisors are Certified Financial Planners and you work directly with them. CFPs make a committment to meeting your needs first and believe you have rights as a client 2. SFP is compensated only by you, meaning you won’t be recommended something just because the advisor [...] Read More...

Connect to Charles Schwab & Co. to manage brokerage account, retirement accounts and bank accounts. Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. Strategic Financial Planning, Inc. is independently owned and operated. Schwab neither endorses nor recommends any particular [...] Read More...

Everyone’s situation and style is unique, but our average clients generally share many of these characteristics: Amiable Delegator – want to delegate their financial matters to a professional once trust is established and maintain a pleasant relationship. Completely comfortable sharing all aspects of their financial lives. Open to the Life Planning approach of financial planning. [...] Read More...

          Your Career  * 401K Advising, Rollover and Monitoring * Career/Job Change Analysis * Stock Option Evaluation & Strategies * Employee Benefit Evaluation * Planning for new couples merging finances * Planning for adding children to family * Creation and analysis of divorce settlement proposals Your Retirement * IRA Distribution Analysis * Lump [...] Read More...

Our core beliefs and values Strategic Financial Planning Inc. and its people conduct their work following five core beliefs: CARING & COMPASSION COMPETENCY OBJECTIVITY INTEGRITY CLIENT-CENTERED Caring & Compassion Because we put your interests first and have taken the time to build a relationship with you, we feel like family and care about your well-being [...] Read More...