Our Services

AT STRATEGIFINANCIAL & TAX PLANNING SERVICES, we specialize in Retirement Income Planning. We help blend taxable and nontaxable income to maximize your income and minimize your income taxes throughout retirement.

We offer customized, comprehensive financial and tax planning for all life pursuits. Our major areas of specialization are:

  • Retirement Income Planning 
  • Tax Preparation & Planning
  • Investments & Wealth Management
  • Business Development & Consulting
  • College Planning & Student Loan Counseling
  • Insurance Protection & Risk Management
  • Estate Conservation

We believe that the needs of the investor should always come first. As an investor, you have important rights, including the right to high-quality products and services.  At the same time, investors need to shoulder certain responsibilities themselves — for example, to plan carefully to meet their investment goals and to stay informed about the risks and rewards of their investments.