We’ve helped Thousands people just like you.

Investing and Portfolio Management

Financial Strategies’ investment management is a fee-based service. We do not work on commission. We are independent advisors, and therefore are not tied to specific products. Our compensation is for our expertise, insight, research and knowledge, and for managing investments and risk. We earn our clients’ confidence and trust by being a consultative resource, exhibiting total reporting transparency and conducting business with the utmost integrity. Investment services include:

• Life Planning
• Financial Event and Transition Management
• Protection and Investment
• Retirement Planning
• Transitions and Rollovers
• Wealth Management

Tax Preparation and Filing

Keeping as much of the money you earn is another aspect of wealth-building. Financial Strategies handles individual and small business tax consulting, preparation and filings.

• Individuals and Businesses
• Partnerships, S Corp, C Corp
• IRS Issue Resolution
• Estate Planning
• Assistance with Estate/Probate Financial Filings

Business Planning Assistance

Working with small businesses and startups Financial Strategies helps owners select and register legal entities, and establish and maintain good financial business practices record keeping and legal accountability.

• Establish Legal Entity
• Accounting/Record-keeping Advice
• Referral to Risk Assessment and Legal Services
• Risk Assessment and Management
• Financial Strategies works with business and individuals to provide complete       risk assessment consulting and insurance
• Insurance Audits
• Identify and Mitigate Exposure
• Independent Consulting
• Access to a Wide Array of Carriers
• Assistance with Claims
• All lines of Property/Casualty, Life and Health Insurance

Related Services

Financial Strategies has alliances with, and can refer and/or work in conjunction with, other professionals (i.e. attorneys) whose services may be necessary to, but outside the scope of our financial services.

Financial Consulting – Personal and Business

Financial Strategies offers an independent, expert consulting services on personal and businesses money management issues.

• Cash Flow Analysis
• Budgeting and Planning
• Integrating Assets
• Asset Acquisition
• Debt Problems
• Goal Setting
• Personal Risk Management
• Decision-making
• Record-keeping

All the financial expertise and advice you’ll ever need,
from one group of independent, knowledgeable people.

Insurance Services

Financial Strategies has more than 30 years of experience assisting our clients with their insurance needs.

We provide independent access to multiple companies and a wide variety of coverages. Our fully licensed and credentialed professionals can review your current coverages, and provide quotes from the source that best suits the client.

One of the advantages of securing your insurance needs from Financial Strategies is that we do not deal exclusively with any insurance company. This allows us to tailor coverages, premiums, and other special requirements for the benefit of our clients.

Call us today for a fast and convenient quote on life, health, long-term care, home, automobile, business, liability, and specialty insurance. We’ll evaluate and explain to you how insurance can be integrated into your overall financial health.

Today’s consumers are faced with an overwhelming amount of insurance products, details, and choices. That’s why the professionals at Financial Strategies provide personal client service, and pride ourselves as part of an independent, local firm.

Our no-obligation review of our clients’ coverage is one of the reasons for our decades of success in the insurance business. You can be confident that we will be completely honest in the event we cannot improve upon your coverages or premiums.


Contact Financial Strategies today at (203) 798-9873 for more information about our insurance services.