SFMNow.com

Strategic Financial Management, LLC, located in Augusta, GA, provides: leadership to help you make tough financial decisions, the relationship to give you confidence, and creativity which allows you to achieve your full potential. Our independent, objective and unbiased approach gives our clients the peace of mind knowing we are there to help them reach their financial goals.

Who We Are: An Introduction

Strategic Financial Management customizes solutions to help you overcome your obstacles by capitalizing on your strengths and opportunities.

Our partners draw from a diverse and experienced background to help you connect to the goals most important to you and then design a plan that allows you to make intelligent financial decisions.

Download the Confidential Financial Questionnaire.

The Wealth Empowerment Breakthrough™

We are the creators of The Wealth Empowerment Breakthrough™ a unique process designed to provide our clients with the direction, the confidence and the capability they need "To Connect With Their Goals and Make Intelligent Financial Decisions™".

Strategic Synchronization

At SFM we consolidate assets onto one platform, from which we can plan and manage our client's wealth. The benefits of comprehensive wealth planning are that it allows the financial advisor to create more complete, comprehensive plans and, therefore, better serve the client.


Services We Offer

Private Client Services: Financial Planning, Investment Planning, Retirement Planning, Estate Planning, Risk Management, Insurance Planning (Life, Disability, Long Term Care), Strategic Synchronization™
Business Client Services: Business Exit Strategies, Qualified Retirement Plans, Non-Qualified Plans, Executive Benefit Plans, Compensation Strategies, Insurance Planning

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC www.finra.org;
TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleton, CO 80120 303-797-9080.