About: Areas of Specialty include: Retirement Planning, STRS, PERS, SERS, Retirement Income and Estate Preservation. Education Planning, Long Term Care and Life Insurance.
Company Overview: Our Vision is to become lifelong partners with individuals, families, self-employed and small businesses---developing a relationship by providing outstanding service and quality financial strategies to assist them in achieving their goals.
Company Description: Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Strategic Financial Resources is not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor.
Investments in securities involve risk, including the potential loss of principal invested.
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