Strada Financial
Every client comes to see us with their own unique background, experience, and financial goals. The further you go in life, the more complicated your financial journey becomes. We do our best to simplify complexity into strategies that you can understand, and not just put you in a box based on a questionnaire.
Risk management is foundational to financial planning. But managing risk is much more than portfolio diversification or asset allocation. Managing risk for life, Long Term Care, and disability are just some of the foundational tools we use to help your family prepare for the unexpected.
We are truly independent advisors with no proprietary products or sales managers to report to. You choose how we get compensated. We can work with you by fee only (see our FAQ), commission, or any combination in between. Our partnership with an independent broker/dealer back office in conjunction with National Financial Services (Fidelity) as our custodian of choice gives us the flexibility to choose the appropriate products & services on a platform that best serves you and your goals.
