Our Process

Our planning process can help you achieve your financial dreams.

  • Identify and Prioritize Your Goals

    First, we start by helping you to identify and prioritize your goals. If you have a partner, we work with the both of you to make sure your financial goals are in alignment.

  • Analyze and Evaluate

    Next, we analyze and evaluate where you are today relative to your goals. During this stage of the process we evaluate:

    • Income
    • Investment Accounts
    • Tax Return
    • Real Estate
    • Retirement Accounts
    • Legal
    • Personal Property
    • Bank Accounts
    • Debt and Liabilities
    • Insurance Coverage
    • Risk Tolerance
    • Business

  • Strategize and Develop a Plan

    Once we know where you are, we consider your options and recommend strategies to get you where you want to be. We develop a personalized financial plan just for you. If you work with other trusted advisors such as an Attorney or CPA, we collaborate with them to ensure all your plans are in alignment. Our process is comprehensive and your personalized plan may include strategies to:

    • Optimize Your Cash Flow
    • Increase Your Tax Efficiency
    • Manage Your Investment Portfolios
    • Provide Retirement Guidance
    • Save for Education
    • Protect Your Assets
    • Estate Planning

  • Activate and Implement Your Plan

    When your plan is finalized, we help you to implement our recommendations. This can include transitioning assets, managing existing assets, and launching new strategies. You’re never alone during the process. Our team is there to assist you every step of the way.

  • Monitor and Adjust

    We don’t stop there. With our wealth management system, we have the tools to help monitor your financial situation so you can remain on track to pursue your financial goals.

Compliance number: #LK-09252015

Check the background of this investment professional on FINRA's Broker Check

Strickland Financial Group, LLC - Texas Insurance Agency License #1690838

 Securities offered through Triad Advisors, LLC.  Member FINRA/SIPC. 5155 Peachtree Pkwy., Ste. 3220, Norcross, GA 30092 | 800-720-4003  Advisory services offered through S&S Wealth Management, LP. A Registered Investment Advisor.  Main Branch Office/RIA Address: 2505 N. Hwy 360, Suite 490, Grand Prairie, TX 75050 | 817-276-8090 / 888-258-8258.  Second Branch Office: 800 E. Border St., Ste. 200, Arlington, TX 76010 | 817-461-4412 / 877-615-7526.  Strickland Financial Group and S&S Wealth Management are not affiliated with Triad Advisors.

We have individuals licensed to offer securities in the states of Texas, Oklahoma and Nebraska.  This is not an offer to sell securities in any other state or jurisdiction.

Total Wealth Alliance members and their firms are separate entities from Strickland Financial Group and are not affiliated with Triad Advisors or S&S Wealth Management.