Develop Your Strategy

We offer full financial planning strategies, designed to address your wealth growth, protection, and distribution needs. Your personal strategy depends on your vision of financial success and your current situation. We will systematically review each area of financial well-being with you to gain a clear understanding of your needs. Our process often involves discovering new opportunities, recommending financial planning options not previously considered, or investment management options not widely available. 

Our first meeting is an opportunity to for us to listen to your needs and learn more about your financial situation. We will share our approach with you and answer any questions you may have. We will also establish expectations and responsibilities to ensure that the relationship has a strong foundation. Through this process, we’ll start to understand your vision of financial success and how we may help you pursue financial well-being. 

There are six key areas that must be addressed to pursue financial well-being:

  • Investment management: how to grow your assets
  • Risk management: how to protect your wealth
  • Business planning: how to grow and manage your business
  • Retirement planning: how to target distribution of your assets in a tax-advantaged way
  • Taxation: how to minimize your tax burden
  • Estate planning: how to preserve and transfer your legacy

You may need immediate assistance with all or few of these areas. Together, we’ll determine which elements are most crucial to your financial well-being and which may be addressed in the future. Once we develop a shared understanding of your needs, we are able to match these needs to the most appropriate set of financial tools to help pursue them. This is how we develop your personalized financial strategy and implementation plan. 

Our success is measured by our clients’ satisfaction and progress toward financial well-being. Developing a financial plan and implementing our recommendations is just the beginning of the process. We schedule regular reviews and adjust portfolios as needed, based on your individual circumstances, market conditions, changes in financial legislation, and the overall investment climate. 

Contact us to discuss how we can help you.

Financial Strategy Associates, Inc., is proud to support a number of national and local organizations. When you become a client, we want to learn about your charitable interests from a planning and personal perspective. We often incorporate some of our clients’ favorite causes into our own giving strategy.