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Strategy

A careful plan or method for addressing a particular goal usually over a long period of time


Establishing a comprehensive strategic plan is essential to pursuing financial freedom

Why Us?

We are independent, objective and fiercely dedicated to providing each client with personalized strategies and superior service designed to guide you through all phases of your investing lifecycle.

 

Who we are and who we work with

Strategic Financial Services was started in 1997 with the premise that every investor should have a clearly defined strategy in place that will allow them to address their goals, whatever they may be.  Whether you are a young professional looking for direction on where to begin, a parent wanting to plan for your family’s future, an entrepreneur needing guidance on what retirement benefits to offer employees, or a seasoned saver closing in on retirement, you deserve the chance to partner with a professional whose sole concern is to help you pursue financial success.

 

Philosophy 

Saving for a successful retirement is more than simply choosing a properly diversified portfolio.  It’s about designing a plan that details a path to address your long term goals and making prudent adjustments as goals and conditions change.  More importantly, however, is working with a partner that understands that service, access and education are vital to remaining on track for the long term.

 

Process

We begin every relationship with an honest conversation focused on defining and shaping your long term financial visions.  By first identifying which of the key areas of Wealth Management are most important to you, we can develop a customized course of action.  Only after developing a proper strategy do we provide suggested investment strategies to address your goals.

How We Serve 

Independence allows us to offer services and strategies for a wide variety of financial needs.

 

Wealth Planning

A strategic plan serves as the foundation for pursuing long term financial freedom.

 

Risk Management and Insurance Planning

The benefits of proper risk management extend far beyond simply covering existing liabilities.  Proper insurance planning can leave an impact on your loved ones for generations.  Periodic review of existing policies and needs is critical.

 

Portfolio Management and Retirement Income Planning

The right investment mix plays a key role in seeking to ensure your assets outlive you.  We recognize there are many different ways to pursue financial success and often an investor’s risk tolerance does not align with the risk required to address one's goals.  Therefore, we do not force our clients into one particular type of investment or style.  Instead, we offer OPTIONS, all of which are catered toward the client’s risk comfort level AND their long term objectives.

 

Estate Planning

Efficient estate distribution and guidance can help preserve your legacy and ease stress during the most difficult times for your beneficiaries.

 

Education Planning

There are college saving options available and many variables to considering before deciding which option is right for you.  Tax efficiency, growth potential, ownership and flexibility are all important factors in making your decision.

 

Retirement Plan Design Assistance

Implementing a retirement plan for your business can be complicated.  Implementing the WRONG retirement plan for your business can be costly.  We can help you review the process and discuss potential enhancements for you and your employees.

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Who Serves You

Learn more about our amazing team of professionals.

Brad Fischer
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Brad Fischer

Brad founded Strategic Financial Services, LLC in 1997, with the premise that unbiased, independent advice and strategic planning would put his clients in a position to pursue their financial goals.  As a collegiate athlete, Brad understands the importance of having a proper strategy in place, in striving to overcome unforeseen variables to achieve their collective goals.

Brad has been guiding his clients through all phases of their investment lifecycle for over 21 years as their trusted Wealth Advisor.  Brad earned his Bachelor of Arts degree from the University of Michigan in 1983 and currently holds his FINRA Series 7, 24, 63, and 66 registrations with LPL Financial as well as Life, Accident, Health and Variable contracts licenses in the state of Michigan.
 

Bio

Cameron Stiles
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Cameron Stiles

Cameron has served in the financial services industry as a wealth advisor and investment specialist since 2008.  Cameron earned his Bachelor’s degree in Finance from Michigan State University and holds his FINRA Series 7, 63 and 65 registrations with LPL Financial as well as Life, Accident and health licenses in the state of Michigan.  Cameron leverages his past experience as a Wealth Advisor and the firm's investment specialist to develop customized strategies that seek to allow our clients to live the retirement they spent a lifetime saving for.

Outside the office, Cameron can be found enjoying the company of his wife, Sierra, and three young sons.  When he's not spending time with his family, he enjoys spending time on the golf course and playing the role of "weekend warrior" by tackling all of his own home renovation projects.  Cameron has a constant thirst for learning through formal education and good ole’ life lessons.
 

Bio

Tori Boatwright
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Tori Boatwright

Tori began her career with Strategic Financial Services, LLC in 2001 and currently serves as Executive Assistant.  In this role, she supports the development and management of the firm.  Ever focused on the team approach, Tori continually looks for ways to align details with people for a positive client experience.  She is your connection in the Troy office if you are not able to reach your primary advisor.

Tori grew up in New York, New York and attended Cazenovia College in Casenovia, New York.  Apart from her professional life, Tori enjoys cooking, researching recipes and catering small events.  Tori equally enjoys traveling and experiencing the euphoria of seeing new things.
 

Bio

Juanita Solomon
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Juanita Solomon

Juanita joined Strategic Financial Services LLC in 2009 and leverages her 23 years’ experience as an Administrative Associate. She graduated with a Bachelors degree in Sociology from Tuskegee University in Tuskegee Alabama. Juanita currently oversees compliance administration for the firm as well as client record maintenance and website content. Juanita is an integral member of the team who is dedicated to keeping Strategic Financial Services in the highest standing

Juanita and her husband of 49 years are avid RV’ers and enjoy spending much of their free time traveling throughout Florida. She also cherishes the time she spends with her sons, their families and her five grand kids.

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If you have any questions or would like to schedule a complimentary consultation, feel free to contact us.  
We would love the opportunity to become your trusted partner.

Get to know us

Phone: (248) 457-4530
Fax: (248) 457-4531
Email: bradfischer@strategicfs.net

200 E Big Beaver Rd., Troy, MI 48083

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