At Strategic Financial Specialists, Inc. (SFS), we serve as a family CFO, managing and directing the financial and personal affairs of high net worth individuals and families.
SFS is a "solutions" based approach to advising clients as opposed to a product driven approach as seen with the likes of certain brokerage firms and banks who venture into the industry.
Strategic Financial Specialists, Inc. works with high net worth clients in managing their investments, estate, trusts, tax compliance, sophisticated tax planning as well as an array of other financial and personal matters. SFS assists clients by exposing the potential financials risks and mitigating those [risks]. SFS also facilitates the client in preparation for their succession plans.
SFS provides each client with needed tools and access to knowledgeable experts in order to assist them in achieving financial success.
