Strategic Investment Management: Our Mission

Our Mission.

Becoming Your Trusted Partner

Our mission is to be the trusted financial partner for our clients by providing superior education along with passionate and efficient customer service.

Our firm was founded on the core values of integrity, trust, expertise and compassion. We will give our clients ethical advice at all time while instilling in them the confident expectation that we are taking care of them and their financial future.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

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What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

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Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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