In 2018, there were over 2.1 million marriages, and 782,038 marriages ended in divorce or annulment. Although both parties of a divorce can struggle with the process, women can feel like they get the short end of the stick.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
Market Commentary
Market Commentary: Employment Numbers Beat Expectations as ...The U.S. economy added 1.8 million jobs in July as hiring momentum in the service sector allowed many workers to reclaim lost jobs or get new ones. The pace of hiring slowed compared to gains of 2.7 million and 4.8 million in May and June. The slowing growth reflects consumer caution as new virus cases surge and the slowing pace of economic reopening.
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Monthly Newsletter
Comparing Traditional Mortgages and Variable-Rate Mortgages in ...Do you know what it was like to buy a house in 1982? You pulled up your Trans Am to the bank where the picture of President Regan hung on the lobby wall and got your checkbook out of your jean jacket. Then you signed up for a 30-year mortgage with a 17% interest rate!
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Video
Q3 Market Outlook WebinarScott Kubie, Senior Investment Strategist at Carson Group, put together our Quarterly Market Outlook for the third quarter with multiple factors in mind. Click Here to Watch the Webinar
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Blog
What You Need to Know When Choosing ...One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read MoreWeekly Market Commentary
- Market Commentary: GDP Substantially Lower than Last Year, S&P Rallies in July
U.S. GDP fell 32.9% last quarter on an annualized basis. It wasn’t as bad as it looks. Annualizing the data magnifies the decline by assuming the trend will continue for a full year. A better assessment can be gained by comparing GDP to the same quarter last year.Read more