About Us

  Introduction to Strategic Financial Services

Strategic Financial Services has been in the forefront for recognizing the importance of financial needs since 1989.

We offer Personalized Financial Planning to people which helps them to live by design rather than by default.

We provide investment management service for those who are hard pressed with time, messed up in a financial problem and have surplus income to plan.

We recognize that along with financial success comes increased responsibilities and complexity. At Strategic , we provide a holistic approach to managing all aspects of our clients financial situations. We recognize that our clients unique financial needs and goals change over time, so we offer a spectrum of services.

All of us understand the importance of creating a sound financial plan for our dependents and ourselves. With each passing day an individual has less time to develop personal financial plans. Personal financial planning is a scientific way of planning your needs which applies to both individuals and as well as corporates. Individuals need it more because it is a case of limited means and unlimited ends and hence the need for planning. It’s making the money work for you. We touch upon the fact that in the normal circumstance one works for money, how does one make money work for them.

  What Do We Do


At Strategic, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for the client.

The process begins with collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you. to help achieve your goals. Lastly, we discuss the solutions that can be used to implement your plan.