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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Strategic Financial Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Strategic Financial Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

 

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Create an investment strategy that is designed to pursue your risk tolerance, time horizon, and goals. Learn More

Risk Management

well-structured insurance strategy can help protect you and your loved ones from the financial consequences of unexpected event.  Learn more

Tax Planning

Understanding tax strategies can potentially help you better manage your overall tax liabilities and concerns. Learn more

Wealth Planning

Managing your money involves more than simply making and following a budget. Learn more

Estate Planning

Manage personal affairs while you’re alive and control the distribution of wealth upon your death. Learn more

Retirement Planning

Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you desire. Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Personalized Wealth Management

Strategic Financial Management (SFM) is passionate about cultivating relationships and helping people realize their financial goals, and our mission is to simultaneously enlarge and simplify your financial life so that you can be fully vested in what matters most to you. We are a wealth management firm based in Augusta, GA, serving affluent families, business owners, executives and institutions. No one strategy is right for everyone, which is why every client gets our undivided attention – from planning to execution to follow-up. We are obsessed  with the client experience as it relates to financial health and wealth, and our  team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today to schedule a free consultation and let SFM help you discover your Wealth Empowerment Breakthrough.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Augusta, GA, Strategic Financial Management has office locations and advisors across the state. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Strategic Financial Management team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

WMC 9/16
Market Commentary
Weekly Market Commentary – September 16, 2019

Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower.

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Roth IRA Conversions, 2019
Monthly Newsletter
Leave Them a Legacy, Not Taxes, with ...

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.

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Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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How to Start Building Your Retirement Plan

How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started. Watch this video to help ensure you’re on track toward retirement.

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  • Should you invest in a Roth or Traditional IRA?

    Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.Read more

Weekly Market Commentary
  • Weekly Market Commentary – September 9, 2019

    Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%.Read more