Strategic Financial Associates

As sole owner, President and CEO of SFA, Jim leads a team of over twenty-five professionals who each bring a unique skill set to the firm. Working as a cohesive team to bring you holistic financial solutions and exceptional client service, we offer a wide array of expertise. Utilizing our Holistic Planning Process, SFA can assist you in coordinating the many aspects of your financial life and then develop a comprehensive plan to meet your goals and objectives. Leveraging both internal and external resources, we are uniquely prepared to assist you with: insurance design; investment management; estate planning concerns; business succession; executive compensation; and retirement planning needs. Jim has almost twenty years of experience in the financial services industry, having worked with sophisticated and well-regarded organizations, individuals and families in forty states. Dedicated to ensuring that every client clearly understands their situation and has an actionable plan, Jim and his team maintain continual communication with clients. Periodic reviews are part of every client plan, allowing for timely strategic or tactical changes to be implemented when necessary. 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. We encourage you to contact us for more information about how we can help you articulate your specific needs, evaluate your situation and execute a customized plan to ensure financial success and provide you peace of mind.