Investment management
Manages assets for individuals and families.
Strategic Financial Services
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About Strategic Financial Services
In Corpus Christi, Strategic Financial Services is a financial services firm focused on investment management and strategic wealth planning. The firm manages assets for individuals and families. Its services include retirement planning, financial planning, insurance planning, and annuities. Planning begins with understanding a client's goals; the firm then meets with clients to present an analysis and discuss recommendations. Its consultative financial planning approach addresses objectives such as homeownership, education funding, and retirement. Retirement planning takes a long-term view of financial wellbeing, while financial plans are developed with present needs and future goals in mind, including tax efficiency. Insurance planning and annuities are also offered as part of its planning services.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Strategic Financial Services and not provided by the business.
Services & specialities
Highlights
Retirement planning
Takes a long-term view of financial wellbeing.
Financial planning
Uses a consultative approach to plan around client objectives.
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