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Our Services

Helping You Navigate Wealth, Risk, & Legacy

From investing principles and strategies, retirement planning, financial advising, and more, Randee Cook, CFP® and the team at Strategic Financial Management, Inc. provide all-encompassing, results-driven strategies with a personal, small firm touch.

Investment
Management

We design and manage portfolios aligned with your goals, helping you balance growth and risk with confidence.

Financial
Planning

Our planning process brings clarity to your financial picture, creating a personalized roadmap for today and tomorrow.

Retirement
Planning

We help you prepare for retirement with strategies that protect your lifestyle and provide lasting peace of mind.

Family Risk
Management

From insurance to estate considerations, we work to safeguard your family’s future and protect what matters most.

Resources

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Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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How Much Do You Know About Investing?

Many Americans remain under-informed about how investment products really work.
Challenge yourself with our brief quiz, "Test Your Investing IQ."