Financial Strategies, Inc. is a fee-only, financial planning and investment management firm providing a level of service we call Private Client Service.
Private Client Service is the process of coordinating the many aspects of your personal financial planning, developing a road map for the attainment of your goals, and harmonizing the management of your investment resources.
Each client’s financial profile is as unique as you are, so we take the time to get to know you and your needs and concerns.Through our interactive process, a detailed plan specific to your situation is initially developed, frequently reviewed, and periodically revised, becoming a tool for guidance and decision making.
Our typical client has between $500,000 and $2 million of invested assets, and wants and deserves a high level of personalized, integrated financial planning and investment management services.These individuals and families recognize the need for an advisor who is experienced, has advanced expertise, and takes the time to get to know them and their financial situation.
In order to maintain complete independence and objectivity, we work for our clients on a Fee-Only basis.We believe a significant conflict of interest exists when an advisor’s compensation is dependent on the recommendations being made.
