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Keep Your Income & Wealth Working

With over 40 years of experience, we deliver strategies to help you grow and protect your wealth at every stage of life. Our team is committed to providing personalized guidance that keeps your money working today — and for the future you envision.

What We DoWelcome To Strategic Financial Management, Inc.

At Strategic Financial Management, Inc., we work diligently to assist you in pursuing your lifetime financial position, family goals, and time horizons. Based in Greeley, CO, our financial planning firm provides a wide selection of services and products for clients throughout the Denver metropolitan area and the State of Colorado. Our CFP®, Randee Cook, specializes in a variety of services and is licensed to practice in over 30 US states. No matter your needs and goals, Randee and our team look forward to guiding you towards your financial future.

Meet The Team

Who We HelpCustomized Solutions For
Individuals and Companies

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Families

Families

We provide guidance to protect your loved ones, grow your family’s wealth, and create a plan that adapts to life’s changes.

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Individuals

Individuals

We help you make smart financial decisions today while planning for a secure and fulfilling future, tailored to your personal goals and lifestyle.

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Business Owners

Business Owners

We help business owners manage their personal finances, plan for future goals, and navigate the unique challenges of entrepreneurship.

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Retirees

Retirees

We focus on preserving your wealth, generating reliable income, and helping you enjoy retirement with confidence and peace of mind.

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How We HelpEverything You Need In One Place

From investments to retirement, we offer a full range of services designed to simplify your financial life and keep every piece working together.


Investment Management

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Financial Planning

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Retirement Planning

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Family Risk Management

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Our MissionMaking It Easy To Plan Your Future

Our mission is to simplify financial planning so you can focus on what matters most. We provide clear guidance, personalized strategies, and ongoing support to help you make confident decisions and achieve your goals. Planning your future doesn’t have to be complicated — we’re here to make it straightforward and manageable.

About UsA Team Dedicated
To Your Success

Led by an experienced advisor and supported by a dedicated team, we provide personalized guidance to help you reach your financial goals.

➜ Get To Know Your Future Advisor

Resources

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Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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Contact UsWe Want To
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