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Who We Are


At Financial Strategies, we are fortunate to have a caring and capable team.

The Right Fit

It's important to us that our clients are the right fit for our firm.

Financial Planning

Every good financial decision starts by knowing where you are headed in life.

Invest like an Institution

We strongly believe in the Institutional Process.

Why work with a CFP®?

A CFP® professional can help you put all of the pieces together.

About LPL Financial

We are committed to the independent business model and have aligned our practice with LPL Financial.