STRATEGIC

Strategic Financial - Andrew Leithe, CEO

@strategic_financial_advisors_corp

Mount Laurel, New Jersey
http://www.sfcorps.com
Financial Services

Overview

About Strategic Financial - Andrew Leithe, CEO

At Strategic Financial, we serve both individuals and their businesses, helping you navigate complex financial situations.

Strategic Financial’s approach to wealth management looks at all aspects of your wealth, creating a comprehensive, unified investing strategy. We work with business owners, entrepreneurs, corporate executives, physicians and other successful individuals to analyze current wealth & risk strategies, establish wealth goals, and implement the strategy.

Your business’s financial plan can dramatically impact your personal financial plan. Having one firm handle both, you will save time. You’ll also have a better understanding of how the two sides of your financial life affect each other, thus avoiding unnecessary costs and potentially eliminating gaps in your financial well-being strategy for improved success.

Caring for our clients and offering a comprehensive planning service takes time. We don’t rely on templates or computer-generated plans. Instead we work closely with you to create a plan unique to your situation and goals. By the end of the process, you’ll know where you want to go and how you’ll get there.

When you work with Strategic Financial, you don’t have to worry about how one area of your financial life affects another. We’ll manage all areas to help you preserve and build generational wealth.

Real financial security comes from expert knowledge. You provide the information, we do the work.

Securities and investment advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc. Please see website for full disclosures.

Strategic Financial
1300 Rte 73, Suite 110, Mt. Laurel NJ 08054
Email: [email protected]

Headquarters

Mount Laurel, New Jersey

Website

http://www.sfcorps.com

Company Size

2-10 employees

Industry

Financial Services

Company Type

Privately Held

Founded

1987

Specialties

Cash Flow & Budgeting Analysis, Financial Statement Organization, Investment Planning/Asset Allocation, Retirement Planning, Debt Management, Estate Planning, Capital Needs Analysis - Death/Disability/LTC, Risk Management, Goal Funding, Business Planning, Business Consulting & Continuity Planning, Business and Partnership Structures, Reducing/Minimizing Taxes, Generational Wealth Planning, Income Distribution Planning, Wealth Management, Education Planning, Corporate Benefit Design, Executive Compensation, benefits, stock option planning, and Outsourced C-Suite Services

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