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Everything we do starts with learning what is important to you. Understanding your unique story is vital in the development of a financial plan with your best interests in mind.
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For You
We specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.
Wealth Management
Our approach is to create a holistic financial plan for you. The foundation of this planning process is rooted in our independence. This allows us to align our interests with your priorities.
Exceptional Service
Our team-based planning process and service approach allows us to deliver the personal touch and experience that clients love. You will have a team that proactively reaches out to you on a regular basis. This ensures that we are constantly keeping up with the evolution of your life and your wealth management needs.
The Process
With an “education first” approach, Research Financial Strategies ensures that our clients understand how their money is being invested. We guide the development of financial plans that help you achieve your goals for personal wealth and retirement security.
We are dedicated to helping you protect and manage your assets, prepare for retirement and life’s events, and develop a legacy that benefits your loved ones and future generations. As your financial advisor, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.
Your investment needs, aspirations and financial goals are just that – yours. And your financial plan should reflect that. We can provide you with just the right combination of financial service, support and guidance that make the most sense for you.
Why settle for an off the shelf investment program? We’re here to provide you with personalized financial planning based on your goals, your time frame and your tolerance for risk. We’ll also be there to help you each step of the way in your pursuit of your personal financial goals.
Recent Financial News
Weekly Market Commentary 7/27/20
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > July 27, 2020Our Mission Is To Create And Preserve Client Wealth Where are we on vaccines and treatments? During 2020, the United States...
Weekly Market Commentary 7/20/20
Is the United States economy recovering or faltering? It depends on who you ask and which data you consider. For example, last week, the Department of Labor reported fewer people applied for first-time unemployment benefits during the week of July 11. That...
Friends and Clients, I’ll be brief. All is well with our managed accounts
December 9, 2020 Our Mission Is To Create And Preserve Client Wealth How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > Friends and Clients, I’ll be brief. All is well with our managed accounts. Through...
Where Trillions Dwell
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > Where Trillions Dwell Back in the 1980s, a popular Wendy’s commercial featured a soon-to-be-famous elderly lady peering at a small piece of...
Weekly Market Commentary 06/29/2020
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > June 29, 2020Our Mission Is To Create And Preserve Client Wealth Blame it on the coronavirus.Stock markets in the United States and Europe...
Weekly Market Commentary 06/22/2020
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > June 22, 2020Our Mission Is To Create And Preserve Client Wealth Could it be the upside surprises?U.S. stock markets have marched higher...
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For over 25 years, Research Financial Strategies has been serving families and businesses as their financial advisor. Let us put our money management expertise to work for you. Set up a no obligation consultation by either filling out our contact form or by calling us at 301-294-7500. We are here for you!