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Financial Freedom

Begins and Ends with Trust

We are a company that believes relationships are built on trust. For over forty years our clients have trusted us to help them make sound financial decisions.

We reciprocated that trust by helping thousands of individuals, families and businesses just like you pursue their desired lifestyle. 

Strada Financial Group Photo by Window

Our Services

Benefiting the Lives of Those We Serve

Discover how integrating all our services into a single strategic plan will add enhanced value.

Investment Management

A partner to oversee your money while you enjoy life.

Financial Planning

Helping you with life’s biggest decisions.

Real Estate Investments

Benefit of ownership without all the hassle.

Tax Advising

Minimizing the impact of taxes across all areas of your life.

Consulting

Strategic advice within reach with your own personal CFO.

Investment Management

A partner to oversee your money while you enjoy life.

Financial Planning

Helping you with life’s biggest decisions.

Real Estate Investments

Benefit of ownership without all the hassle.

Tax Advising

Minimizing the impact of taxes across all areas of your life.

Consulting

Strategic advice within reach with your own personal CFO.

Our Process

Our Commitment to You

OVERVIEW
1. CONSULT
2. DEEP DIVE
3. THE PLAN
4. EXECUTION
5. CONSTANT MANAGEMENT

Overview

A collaborative team approach, designed with you in mind.

Consult

Listen to Understand

Deep Dive

Holistic Approach

The Plan

Building a Roadmap

Execution

Deliver as Expected

Management

Check Points

Consult

Listen to Understand

Deep Dive

Holistic Approach

The Plan

Building a Roadmap

Execution

Deliver as Expected

Management

Check Points

  • Consult

Listen to Understand

At Strada, we focus first on getting to know you, your family, your hopes, your dreams, your businesses and even your hobbies. We will need to know the facts about your financial picture (investments, taxes, insurance, trust, income and more), but to begin with we need to know how you are feeling and what is most important to you.

Once we’ve finished our conversation:

  • You should feel comfortable with us;
  • You should know we are listening and understand your needs;
  • You should feel confident that we will always look out for your best interest.
  • Deep Dive

Holistic Approach

Our Philosophy

At Strada, we believe that your financial performance is optimized when evaluating your situation in its entirety, versus looking at each part in isolation. With most ‘financial planners,’ they are not qualified to give tax advice and with most tax professionals they are not qualified to give you investment advice.

Unique Value Proposition

Our team consists of both qualified and credentialed tax and investment professionals, who can integrate their unique tax & investment expertise into a strategy that is right for you.

Understanding the Full Picture

We take the time upfront, to ensure we understand your full financial picture. By doing so, we can provide you with the best advise possible.
  • The plan

Building a Roadmap

A crucial step in the Strada process is the development of a thoughtful, customized strategic plan designed to help you achieve some of your most important life goals.

Once we have established a relationship, gathered all the necessary information and understand your goals and aspirations, we then go to work building a plan that is right for you.

Your plan will give you Peace of Mind, knowing you are headed in the right direction, and allow you to sleep at night instead of worrying about the ups and downs of the market or the IRS.

  • Execution

Deliver as Expected

At Strada, we believe in a collaborative team approach. You won’t have just a single advisor or tax professional supporting you, there will be a team behind them assisting every step of the way.

With your plan now reviewed and approved, your Strada team works to implement all aspects of the plan and ensure it is based on your current and future needs. We keep a lookout for those bumps in the road and make sure your assets are safe, so you can focus on life.

You can sit back and relax, knowing we are delivering on our promise.

  • CONSTANT MANAGEMENT

Check Points

We are constantly watching the markets, review changes in tax laws and keeping close watch of your financial assets. We make sure investments are performing according to your plan, rebalancing and adjusting, as necessary.

Life is always changing, it’s important that we have regular communication. We are here to provide support, encouragement and the discipline required to help you stay the course and reach your goals.

As the need arises, we will be there to provide help and knowledge to make smart financial decisions in all areas of your life – selling a business, changing jobs, buying a home, funding your child’s college and much more.

The team at Strada will be with you at all the check points along life’s journey.

Graph
OVERVIEW

Overview

A collaborative team approach, designed with you in mind.

Consult

Listen to Understand

Deep Dive

Holistic Approach

The Plan

Building a Roadmap

Execution

Deliver as Expected

Management

Check Points

Consult

Listen to Understand

Deep Dive

Holistic Approach

The Plan

Building a Roadmap

Execution

Deliver as Expected

Management

Check Points

1. CONSULT
  • Consult

Listen to Understand

At Strada, we focus first on getting to know you, your family, your hopes, your dreams, your businesses and even your hobbies. We will need to know the facts about your financial picture (investments, taxes, insurance, trust, income and more), but to begin with we need to know how you are feeling and what is most important to you.

Once we’ve finished our conversation:

  • You should feel comfortable with us;
  • You should know we are listening and understand your needs;
  • You should feel confident that we will always look out for your best interest.
2. DEEP DIVE
  • Deep Dive

Holistic Approach

Our Philosophy

At Strada, we believe that your financial performance is optimized when evaluating your situation in its entirety, versus looking at each part in isolation. With most ‘financial planners,’ they are not qualified to give tax advice and with most tax professionals they are not qualified to give you investment advice.

Unique Value Proposition

Our team consists of both qualified and credentialed tax and investment professionals, who can integrate their unique tax & investment expertise into a strategy that is right for you.

Understanding the Full Picture

We take the time upfront, to ensure we understand your full financial picture. By doing so, we can provide you with the best advise possible.
3. THE PLAN
  • The plan

Building a Roadmap

A crucial step in the Strada process is the development of a thoughtful, customized strategic plan designed to help you achieve some of your most important life goals.

Once we have established a relationship, gathered all the necessary information and understand your goals and aspirations, we then go to work building a plan that is right for you.

Your plan will give you Peace of Mind, knowing you are headed in the right direction, and allow you to sleep at night instead of worrying about the ups and downs of the market or the IRS.

4. EXECUTION
  • Execution

Deliver as Expected

At Strada, we believe in a collaborative team approach. You won’t have just a single advisor or tax professional supporting you, there will be a team behind them assisting every step of the way.

With your plan now reviewed and approved, your Strada team works to implement all aspects of the plan and ensure it is based on your current and future needs. We keep a lookout for those bumps in the road and make sure your assets are safe, so you can focus on life.

You can sit back and relax, knowing we are delivering on our promise.

5. CONSTANT MANAGEMENT
  • CONSTANT MANAGEMENT

Check Points

We are constantly watching the markets, review changes in tax laws and keeping close watch of your financial assets. We make sure investments are performing according to your plan, rebalancing and adjusting, as necessary.

Life is always changing, it’s important that we have regular communication. We are here to provide support, encouragement and the discipline required to help you stay the course and reach your goals.

As the need arises, we will be there to provide help and knowledge to make smart financial decisions in all areas of your life – selling a business, changing jobs, buying a home, funding your child’s college and much more.

The team at Strada will be with you at all the check points along life’s journey.

Graph

Client Stories

Experience the Difference

Our clients are benefiting every day from the services we provide. See for yourself how our services are making a difference in the lives of those we have the privilege of serving.

How can we help?


or give us a call at 503.667.5355

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