Strategic Financial is an independent financial planning firm serving individuals, families, and businesses in Missouri, across the United States, and internationally. Founded in 2009, the firm says comprehensive financial planning should be accessible to people at every account size. Its approach emphasizes personal relationships, clear guidance, education, and strategies shaped around each client’s circumstances and values.

For individuals and families, Strategic Financial offers financial planning focused on cash flow, debt, retirement savings, education funding, and tax efficiency. Its investment and wealth management services include diversified portfolios, asset allocation, and ongoing portfolio management. Lifestyle and legacy planning can address family protection, Medicare, estate planning, and charitable giving.

For businesses, the firm provides financial solutions such as group retirement plans, cash balance plans, succession planning, and executive benefits. Strategic Financial also guides clients through broader financial decisions beyond investment management and describes a collaborative process of discovery, plan development, implementation, and review. The firm offers a free 30-minute consultation.