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Consulting Services

Strategic partnership

You don’t have to do it alone, we are here to help.

Time & Resources

The additional support you need to succeed

At Strada Financial Group we work with you on strategy, planning, problem solving, and helping you develop the business skills and knowledge you need to succeed. 

One of the the things we enjoy the most is brainstorming with you to produce practical results and to enhance strategic thinking.  

Business Consulting

Filling A void in your business

We specialize in providing small & midsize businesses (SMBs) with the added resources they need to identify problems, analyze scenarios, implement solutions and reach their goals.

A few reasons why you should consider a Business Consultant:

SMB’s often do not have high-level financial talent in-house.  That’s where Strada Financial Group comes in; we can assist your business on an as needed basis to help you maximize your financial potential. 

These are a few of the areas were we can step in and assist. 

Our decades of experience within large, medium and small businesses makes us uniquely qualified to understand the diverse needs of your business.

Family/Individual Consulting

Your personal CFO

Overseeing your individual & family finances is just like running your own business.  It just makes sense to partner with a finanancial professional to help you run your family business.

Manage Your Cash Flow

Often referred to as an income statement (IS) the profit & loss statement provides insight into your ability to generate excess profit (cash) after accounting for all your expenses. 

Income – Expenses = Profit or Loss

We help you manage your P&L and help identify ways to generate excess cash that will help reduce your liabilities (debt) or increase your assets.

Our Services

Benefiting the Lives of Those We Serve

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.

Need a strategic partner?

or give us a call at 503.667.5355

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The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.