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.
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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
It may help your business be better prepared in the event of the death of a principal or key employee.
It's important to make sure your retirement strategy anticipates health-care expenses.
One of the most common questions people ask about Social Security is when they should start taking benefits.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.