Services
Our Services
At Strategic Financial, we understand how each piece of your financial life connects to the others, and we help you optimize the entire picture. Whether you’re building wealth for your family or structuring benefits for your business, we provide the planning and personalized attention that makes complex financial decisions feel manageable.
Do I need to have a certain amount of money to work with you?
No. We don't have asset minimums. We choose clients based on who they are as people, not the size of their portfolio.
How much does financial planning cost?
It depends on the complexity of your situation and whether you're looking for comprehensive planning or help with a specific need. We'll discuss fees during your initial consultation so there are no surprises.
What should I bring to our first meeting?
Nothing. The initial consultation is just a conversation. If we decide to move forward, we'll provide a checklist to help you gather the relevant financial documents.
Do you work with clients outside of Missouri?
Yes, we can work with clients nationwide, though our offices are located in Springfield and Harrisonville, Missouri.
I already have a financial advisor. Can I still talk to you?
Absolutely. We're happy to provide a second opinion or discuss whether a change might benefit you. Many of our clients came to us after working with other advisors who didn't quite fit their needs.
Explore Our Services
Need Help? We Are Here To Help You
Ready to Get Started?
Schedule a free 30-minute consultation. No pressure, no obligation, just an opportunity to ask questions and see if we’re the right fit for your financial goals.