Strategic Financial Advisors

Strategic Financial Advisors is an independent financial planning firm based in Houston, Texas. We assist clients who want objectivity without any product/sales influence. Our mission is to improve your life measurably by helping you become good stewards of your financial resources. We recognize that our clients lead active and complex lives.

The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognition from rating services or publications are not indicative of past or future investment performance.

We understand the challenges families face today. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. You should demand the same in your financial strategies- reliability, quality design and construction and efficiency.

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.