How much do you think you really know about money? Maybe it's a lot, maybe it's a little - either way, working with The Strategic Wealth Advisor can help you discover what your wealth means to you and how you want to spend it. We strive to meet you where you're at - both financially and personally - in order to find strategies that empower and educate you on your path forward.
In discovering what keeps you up at night, our team is able to develop strategies to help you find a sense of peace and accomplishment in your goals and in your life. As your coach, we will be supporting you every step of the way. Our advice-centric holistic fiduciary focus will provide you with options to help you pursue your personal and financial goals.
In discovering what keeps you up at night, our team is able to develop strategies to help you find a sense of peace and accomplishment in your goals and in your life. As your coach, we will be supporting you every step of the way. Our advice-centric holistic fiduciary focus will provide you with options to help you pursue your personal and financial goals.
Services
Most people simply do not realize how much they are spending every day. To plan for the future and "have an umbrella ready for a rainy day" as Nancy likes to say, she helps her clients take an honest look at their current financial affairs and fine-tune what they are spending now so that they can enjoy the future they desire.
In today's modern era, individuals are living longer than they once were. The way that we save and the notion of retiring happily at 65 are often ideals of the past.
In order to maintain our lifestyles and long-term financial wellbeing, we encourage individuals, business professionals, medical professionals and small- to mid-size business owners to take an honest look at their spending and saving habits before setting goals they may not be able to achieve.From accumulation to distribution and conservation, we work with clients to address what is important to them to pursue their desired results.
In order to maintain our lifestyles and long-term financial wellbeing, we encourage individuals, business professionals, medical professionals and small- to mid-size business owners to take an honest look at their spending and saving habits before setting goals they may not be able to achieve.From accumulation to distribution and conservation, we work with clients to address what is important to them to pursue their desired results.
Finding the right tax or financial professional to help investors manage their finances, save for college tuition or build an inheritance is important. Nancy, as an experienced professional, can guide you on the rules governing taxes as well as strategies for addressing investment returns. Her various certifications are one way to filter through the many choices you have.
Our approach to delivering comprehensive financial services always starts and ends with you. We begin this process by listening to you and discussing your lifestyle, goals, wishes, dreams and family situations. Through a consultative process, we then learn the details of your financial picture so we can construct and deliver customized strategies.
