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2838 Hillcreek Drive Suite B
Augusta, GA 30909

Call Us: 706-434-8113

Team

At Strategic Financial Management, teamwork is vital to our operations. Our ensemble of dedicated team members works seamlessly to meet our clients' needs and provide value to them. 

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situatio


 

Scott Fitzgerald

CFP®, CLU, CPA

706-434-8113

866-668-1590

Scott launched his financial services career in the summer 2002. Previously, he worked as a CPA for several years gaining valuable individual and corporate income tax expertise, which still serves he and his clients well today. Since...

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Ted started his career in financial services in the early 1990’s working as a personal financial advisor. In 1996 he co-founded the Business Planning Group of Georgia and held the positions of Managing Partner and Executive Benefits...

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Wes was born and raised in Augusta, GA and received his bachelor's degree from Augusta State University in 2007. As an outgoing person who loves helping others, Wes found himself drawn to the Financial Services industry. His dedication...

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