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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.


Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

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

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Women and Retirement

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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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