Straightforward
Financial Planning
Helping clients navigate their most important financial concerns.
Talk to An
Advisor
Helping clients navigate their most important financial concerns.
Who We Serve
Managing and preserving wealth for individuals and institutions
Whether you want to explore your investment options, create a retirement plan, or develop a sound financial strategy for the future, Strategic Advisory Partners can help. Our clients value advice delivered with experience and intentionality. We will listen to your needs and provide objective recommendations that address your unique, comprehensive financial picture.
Our Services
As your wealth expands, managing it becomes more complex. But don’t worry, keeping tabs on every detail won’t consume all your time. We collaborate with your team, ensuring a streamlined process and serving as your single point of contact to oversee it all.
We’re “All In”
We get it! Mapping out your financial future can be stressful, especially when there is a volatility in the market place. You have goals and it’s tough to know when to pivot your investment strategies.
Whether you want to explore your investment options, create a retirement plan, or develop a sound financial strategy for the future, Strategic Advisory Partners can help. Our clients value advice delivered with experience and intentionality. We will listen to your needs and provide objective recommendations that address your unique, comprehensive financial picture. One that is easy to understand and provides peace of mind.
Here’s How It All Works
Schedule a Strategy Call
It starts with a simple conversation about the challenges that you’re facing today. We’ll explore opportunities to break through those challenges.
Receive a Customized Plan
Through a collaborative and educational approach, we’ll develop personalized, step-by-step recommendations so you feel informed and empowered about your financial life.
Focus on Enjoying Life
Success is driven by consistent, proactive decisions over a long period of time. Let us handle the strategy and implementation, while you focus on living life to the fullest!
Recent Viewpoints
Should I Still Be Investing?
Amazon became a public stock through what is known as an Initial Public Offering (IPO) in 1997 with a share price of $18. As the price has increased over time, the stock has been split on multiple occasions. When a stock splits, the share price is divided and the number of shares of stock is multiplied by the value of the split (for example, Amazon completed a 20 for 1 split in June 2022. This means that the share price was divided by 20 and the number of shares multiplied by 20).
An Advisor Is Not For Everyone
The value that a financial advisor provides that hasn’t changed is the behavioral and psychological support that most investors need to be successful with their long-term investing (most notably, retirement investing). With pensions, mostly a benefit of previous generations, the onus on saving and preparing for retirement now falls squarely on each of us. Beyond that, planning around paying for kids’ college, taxes, estates/death, insurance, long-term care, etc. are all areas that most people do not spend a lot of time learning about or exploring.
Sacrificing Your Own Retirement Security By Prioritizing Your Kids’ College is NOT the Answer!
As a parent, we always want what is best for our children and tend to sacrifice our own wants and needs to ensure theirs are met. When it comes to paying for college, I can’t stress enough that sacrificing your own retirement security by prioritizing your kids’ college is NOT the answer. Although it may seem like your options are limited and the time is quickly coming to pay for school, there are many ways to address college without giving your children mental health issues later in life.
