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 Planning Process Can Help You Achieve Your Financial Dreams.
First, we start by helping you identify and prioritize your goals. If you have a spouse or business partner(s), we work with you to make sure all your financial goals are in alignment.
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(s), real property records, retirement accounts, legal documents, titled personal property, cash management accounts, debts and liabilities, insurance coverages, risk tolerance and business interests.
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 and working together. Your personalized plan may include strategies to: optimize cash flow, increase your tax efficiency, save for education or other specific goals, protect assets and create or update your estate plan.
When your plan is finalized, we help you implement our recommendations. This can include: transitioning assets, managing existing assets, and launching brand new strategies for you. You are never alone during this process. Our team is right beside you to assist you every step of the way.
We don’t stop there. With our wealth management system, we have the tools to help you monitor your financial situation so you can remain on track toward your financial goals.
Life is what happens while people are making plans. We provide our clients educational opportunities for the unexpected turns in the trail. An educated client is a prepared client.
Contact us today to schedule a discovery call or meeting.
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Osaic Wealth, Inc. Firm CRS available here.
Strickland Financial Group, LLC – Texas Insurance Agency License #1690838
Securities offered through Osaic Wealth, Inc. Member FINRA / SIPC. 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. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Strickland Financial Group, LLC is not affiliated with S&S Wealth Management, LP.
We have individuals licensed to offer securities in the states of Texas, Oklahoma, Nebraska and Florida. 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 Osaic Wealth or S&S Wealth Management, LP.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not 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.