Strategic Financial Solutions

Our process is designed to address the financial challenges standing between you and your goals. First, we look at the marketplace to identify opportunities that align with those goals. Then, our team develops a clear plan to take advantage of those opportunities and continually works to improve the plan from implementation to retirement.

Strategic Financial Solutions was nominated for one of the 2021 Coolest Place To Work from the Corridor Business Journal. SFS is excited to share that we placed 4th in the Small Company category. Strategic Financial Solutions was nominated for one of the 2020 Coolest Place To Work from the Corridor Business Journal.

Here at Strategic Financial Solutions, we remain committed to working with our plan participants to help them achieve their financial goals. In good times and bad. We've been helping people plan for their financial futures in all kinds of markets. Through recession and recovery, challenge and opportunity, we've relied on a discipline, long-term investing approach to help keep things on track.

Sponsored by The Profit Sharing Council of America, 401(k) Day spotlights the importance of employer-sponsored retirement plans and draws attention to the increasing need for American workers to save for retirement. When is 401(k) Day? Strategic Financial Solutions celebrates National 401(k) Day during the Week of National 401(k) Day on the Tuesday after Labor Day.

If you've wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics. IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments. This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.