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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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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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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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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."