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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Serving Those Who Serve

At STRATEGIC INVESTMENT SERVICES, we especially love serving those who serve, such as our Veterans, Military Personnel, Police Officers, Firefighters, Teachers, Doctors, Nurses, Government Employees, Pastors and anyone who provides a service to others. Being a veteran and a retired teacher ourselves, makes us proud by serving those who serve.

It can be overwhelming to navigate the world of financial planning and investing. So, with our over 50 combined years of trusted guidance and easy-to-understand advice, we seek to address your concerns by serving as a trusted resource.

As an independent financial services firm serving those who serve, we assist clients secure a future for themselves and their families, which, in turn, helps make their communities better places to live and the nation stronger.

Based in Miami, Florida, we work with clients throughout the world. You are invited to contact us today to learn more about how we can help you pursue your goals and secure a multi-generational legacy.

We provide comprehensive wealth management, including strategic and tactical planning. Our clients appreciate the value we offer and our personalized attention, because our top priority is to serve our clients first, last, and always.

Dave Ramsey SmartVestor Pros

A unique perspective to financial planning is offered because we following what Dave Ramsey teaches about managing your money. We are committed, just as Dave is, to providing Biblically-based, common sense education and empowerment, seeking to give hope to everyone from the financially independent to the financially distressed.

Our faith in God, our community, and our country shines through in our interactions with clients because we seek to serve as ethically responsible stewards to our clients.

We also welcome discussions about your progress with Dave’s 7 Baby Steps and offer helpful hints and suggestions related to his Total Money Makeover. By building and maintaining long-lasting relationships, and providing the highest quality information, service, and products, we help bring financial peace.

Client Centered

Without any conflicts of interest we put your needs first.

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Helpful Content

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.


What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Rightsizing for Retirement

What does your home really cost?

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