Strategic Financial Advisors
Strategic Financial Advisors is an independent financial planning firm based in Houston, Texas. We assist clients who want objectivity without any product/sales influence. Our mission is to improve your life measurably by helping you become good stewards of your financial resources. We offer the following services:
- Portfolio analysis
- Asset allocation design
- Investment management
- Retirement planning
- Insurance planning
- Estate planning (referral)
- Tax planning (referral)
- Social security analysis
- Educational seminars
We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security.
Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
For more information on our firm, we invite you to explore our web-site, to call us toll-free or to email us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.
Before proceeding further, please be advised that Dale Hearn, Keith Mitcham and William Cox are Investment Advisor Representatives of Investment Advisors, a division of ProEquities, Inc., licensed to conduct RIA (fee planning) business in all 50 states. For financial products please note that Dale Hearn holds a Series 7, Series 63, Series 24, and Series 53 and is licensed in Texas. Keith Mitcham holds a Series 7, Series 24 and a Series 63 and is licensed in Texas. William Cox holds a Series 7, Series 63, Series 65 and Series 39. If you are a resident of any other state, please note that since Mr. Hearn, Mr. Mitcham and Mr. Cox hold a Series 7 and Series 63 license, it is normally a simple process for them to become licensed in other states. No part of this communication is or should be construed as an offer to sell securities or as investment advice.