Strategic Financial Management

Services Offered

• Financial planning
• Retirement income strategies
• Tax-efficient investment management
• Tax planning
• 401K implementation and management
• Estate/trust coordination

About

Strategic Financial Management (SFM) is a fiduciary financial advisor located in Augusta, Georgia, serving clients across the United States. The firm specializes in detailed financial planning, retirement income strategies, tax-efficient investment management, and estate/trust coordination. SFM offers tax planning services with in-house CPAs and 401K implementation and management. Since 2004, they have provided guidance to families, professionals, business owners, pre-retirees, and retirees, acting as a coach and accountability partner to help clients achieve their financial goals.

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