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Financial Planning Resources for Federal & Postal Employees

Strategic Financial Planning LLC

Company: Strategic Financial Planning LLC
Contact: Colin Hughes and Matt McMahon
Address: 914 N SAN FRANCISCO ST, SUITE S
City: Flagstaff
State: AZ
Zip: 86001
Phone: 928-212-8000-
Fax: --
Email: colin@strategicfinancialaz.com
Website: https://www.strategicfinancialaz.com

About My Practice

Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help you address retirement income, tax-efficient distribution strategies, risk management, investing, conservation, and wealth transfer strategies.

As a CFP® and independent investment advisor, we are required to fulfill and maintain a fiduciary duty with our clients. This means we put our clients’ benefits first acting in your best interest and provide full disclosure of all material facts, exposing any potential conflicts of interest.

Let us help clarify and prioritize your financial goals and objectives with a written plan that ties together your spending and savings, taxes and inflation. One that also adjusts so you are prepared for unexpected expenditures and financial emergencies as they arise.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/sfp/

Offering Advice Since

2007

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations:  CFP®
Insurance Licenses: Independent Insurance Agent
Security Licenses: Series 65
Education:  Bachelor of Science in Finance

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

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