There are many paths you can take to achieve financial independence and we’re here every step of the way. Learn more at?www.StrateFiWealth.com?or connect with our team —Jason Sherr, Merrick Nguyen, CRPC?, CMFC?, & Kimberly Burdeaux-Neal #wealthmanagement?#financialindependence?#financialservices
关于我们
At StrateFi, our mission is to manage our clients’ financial well-being and provide an experience that is ultimately gratifying and fiscally rewarding. As an independent wealth management firm, we have one overarching investment principle: to protect our clients’ interests. We believe that every person has their own financial path, and at StrateFi, we chart your specific financial course together, creating a comprehensive road map for you to pursue your life goals and greatest aspirations. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Jason Sherr and Merrick Nguyen are registered representatives with, and securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. CA Insurance Lic #0B96672 and #0G78032. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
- 网站
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https://www.stratefiwealth.com
StrateFi Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Irvine，California
- 类型
- 私人持股
- 创立
- 2021
地点
StrateFi Wealth Management员工
动态
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Each year when tax season rolls around, it comes with the burden of figuring out how to file your taxes correctly. The good news is that there are several ways to prepare and file your taxes, depending on your needs and the complexity of your taxes. Whether you’re trying to save money, increase your refund, or need professional tax advice, here are different methods to consider that can help you select a tax filing process that may be appropriate for your circumstances. Read more here: https://lnkd.in/gv2YTQbS
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Estate planning can be complex, especially for blended families. Navigating decisions involving children from previous relationships adds another layer of nuance. Check out these case studies to highlight the challenges and find guidance for your situation. https://lnkd.in/g2j4N4Hn
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The percentage of adult Americans who invest toward retirement is nearing an all-time high at over 63%.1 These days it is far easier to pursue different investment instruments to manage and preserve wealth and over the past few decades the average working person has realized that investing isn’t only for the rich. Whether you are new to investing or have some experience, the challenge of creating a portfolio that aligns with your financial goals remains ongoing. Here's what you need to know. https://lnkd.in/g9eqibJi
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Happy International Women's Day! Today, we celebrate the strength, resilience, and achievements of women around the world. #financialadvisor #reno #irvine
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Retirement is a major transition for women, offering both challenges and opportunities. As you approach this new chapter, it's essential to explore tips and strategies for a fulfilling life post-career. A woman retiring at 65 could have another 20+ years ahead—time to finance and fill with meaningful activities. Click to read more! https://lnkd.in/gVPBRQRD
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