As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
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)?
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.
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
A 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.
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.
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.
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.
Insights
Strategic Financial Management team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
News
10 Common Estate Planning Mistakes (and How to ...Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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Blog
Why Football Rivalry Games Inspire MeSo many lessons from football have informed my financial life – the determination, practice and focus that all form the basis for game-day execution.
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Monthly Newsletter
How to Give More than Stuff for ...Think about the best holiday gift you ever received. For some of us, that memory is pretty murky, but chances are you’ll come up with a toy you played with until it fell apart, or the bike you rode until the wheels fell off. Think about the “frame” that memory is in: was the gift exactly what you told your parents you wanted?
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Market Commentary
Weekly Market Commentary – December 2, 2019Trade negotiators remained primarily responsible for the market yo-yoing up and down in a tight range. Last week, the U.S. and China both shared positive comments about the status of negotiations toward a “Phase One” deal. Asian economies are more tightly tied to trade than other regions, and economic data from the region remains weak.
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Video
Quarterly Market Outlook: Q4 2019Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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Infographic
Small Business Owners199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.
Read MoreWeekly Market Commentary
- Weekly Market Commentary – November 25, 2019
Happy Thanksgiving! After a few weeks where growing hopes of a U.S.-China trade deal propelled markets higher, the opposite occurred last week. Trade negotiations took a small step backward, and global stocks followed. Other global economic news was generally positive.Read more