Strategic Financial Associates, LLC

Strategic Financial Associates, LLC Strategic Financial Associates provides holistic financial and insurance solutions to business owners, executives, and affluent families across the nation.

ABOUT US
Founded in 2002, Strategic Financial Associates provides expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation and distribution. Working as a cohesive team to provide innovative financial solutions and exceptional client service, we can assist you in coordinating the many different aspects of your financial life, and then develop

a comprehensive plan to help you meet your goals and objectives. Leveraging both internal and external resources, we are uniquely prepared to assist you with your needs. Whether you are an individual concerned about securing a comfortable retirement, a business owner wondering how to effectively monetize succession of your business, or a family member facing estate conservation or asset transfer issues, SFA can assist you. OUR PURPOSE
Strategic Financial Associates is a holistic financial planning and wealth management firm that specializes in working with executives, business owners and affluent individuals and families. Committed to the belief that the only plan that truly succeeds is customized to fit your individual needs, we take exceptional care to understand your unique financial situation, goals and objectives and tolerance for risk. Utilizing the best analytical tools available to us, we design and continually monitor your plan to ensure optimal results and relevance. Whether you are in the accumulation, preservation or distribution phase of your financial life, we can assist you with both building and managing a customized solution. OUR SPECIALITIES
• Comprehensive Wealth Management
• Holistic Financial Planning
• Investment Advisory Services
• Executive and Business Planning
• Life Insurance Planning
• Health and Disability Insurance Planning
• Group Benefits Planning
• Long Term Care Insurance
• Retirement and Educational Planning
• Estate Planning

PRODUCTS
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to business planning, succession planning, executive benefits, cash management, tax planning, college funding, retirement planning, and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions.

Succession planning isn’t an event — it’s a strategy. Here’s a beginner’s guide to help small business owners start plan...
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Succession planning isn’t an event — it’s a strategy. Here’s a beginner’s guide to help small business owners start planning how leadership will transition and protect their legacy.

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In this article, Warren Buffett shares 14 simple strategies that can help guide smart money decisions. Click to learn more…

While Buffett may be the largest shareholder of the famous Berkshire Hathaway, he still shares some of the most relatable money advice that anyone can use.

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: “The road to success and the road to failure are almost exactly the same.” —Colin R. Davis

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Managing money with multiple generations under one roof can be tricky. Read these practical financial tips for multigene...
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Managing money with multiple generations under one roof can be tricky. Read these practical financial tips for multigenerational households and make it easier:

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: “When you give joy to other people, you get more joy in return. You should give a good thought to the happiness that you can give out.” —Eleanor Roosevelt

Teaching kids about money benefits entire families. See how financial education creates ripple effects for parents too—r...
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Teaching kids about money benefits entire families. See how financial education creates ripple effects for parents too—read more here.

Research shows that the financial education lessons children receive at school can benefit family finances, which indirectly benefits the wider economy.

Strong leadership continuity is vital for nonprofit success, and succession planning ensures your mission lives on. Read...
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Strong leadership continuity is vital for nonprofit success, and succession planning ensures your mission lives on. Read the article to learn key strategies for managing leadership transitions and strengthening your organization.

Nonprofits that are serious about their own sustainability will also be serious about planning for smooth and thoughtful transitions of leadership - as well as making sure their nonprofit is prepared for unexpected departures.

Address

6901 Rockledge Drive, Ste 700
Bethesda, MD
20817

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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