Strategic Financial Services Strategies for Financial Success

315 Arden Ave., Suite 14 CA
Email:   pam@stratfinsrv.com
cindy@stratfinsrv.com
315 Arden Ave., Suite 14, Glendale, CA 91203
Ph. 818-244-6986 Fax 818-244-6987

INDIVIDUALS: Our mission is to help people develop a strategic, in-depth plan that can help them with the financial issues that affect their lives. Whether planning for education, future retirement, or the unique needs of retirees, we create a personalized plan for each client. Using that blueprint, we help our clients build an investment strategy based on their financial goals.

EMPLOYERS AND ORGANIZATIONS: We also offer a variety of financial education programs. Financial education has become a desirable benefit that employers and organizations can provide for their employees and members. These low cost, high impact programs, conducted at the worksite, help participants improve their fiscal well being and prepare for the future.
CalculatorsNewsletters
 

College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

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Playing Catch-Up with Contributions
Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Patching the Alternative Minimum Tax
The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

An Extra Layer of Protection
Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

HOT TOPIC: What You Don't Know About Life Insurance
The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

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Market Watch
  September 04, 2010 @ 03:14 PM
Dow Jones Industrials 10,447.93 + 127.83
Nasdaq Composite 2,233.75 + 33.74
S&P 500 1,104.51 + 14.41
Russell 2000 643.36 + 11.10
10 Year Treasury Note 2.62 + 0.05


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