Our firm’s mission is to listen to you, help you evaluate your financial priorities, crystallize your financial goals and build a custom plan around that vision. Our wealth managements system allows you to monitor and track your plan’s progress using real-time planning tools.
Whether you are a high-net-worth individual, an entrepreneur, a couple or a growing family, we consider you our family. And just as we would with our family, we focus our commitment on you, your life and your best interests.
We are independent fiduciaries. We offer a breadth of financial strategies from plan development, investment portfolio design, to product options and implementation. Additionally, our alliance with Trek Financial brings an expanded level of resources and expertise to our team, allowing us to address even more complex financial planning situations.
The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. At Strategic Financial Services, we strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
By aligning with Trek, we are able to provide our clients with additional planning resources. This network includes advisors with extensive knowledge in specific areas of planning, including investment management, business, retirement, estate planning, insurance strategies, and more.
Chief Executive Officer
Ben Bimson, CMT®, CIMA®
Chief Investment Officer
Steve Captain, CFP®
Director of Trading Operations
Director of Marketing