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

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

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

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