Keep Your Income & Wealth Working
Welcome to Strategic Financial Management, Inc.
At Strategic Financial Management, Inc., we work diligently to assist you in pursuing your lifetime financial position, family goals, and time horizons.
Based in Greeley, CO, our financial planning firm provides a wide selection of services and products for clients throughout the Denver metropolitan area and the State of Colorado. Our CFP®, Randee Cook, specializes in a variety of services and is licensed to practice in over 30 US states.
No matter your needs and goals, Randee and our team look forward to guiding you towards your financial future.
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Integrity. Loyalty. Quality Service.
We strive to be long-term partners with you for your continued success with your dreams, goals, and financial objectives.
By using an in-depth assessment of your present financial position, we’ll provide a step by step process towards pursuing those goals. Taking into consideration the ever-changing economic conditions and various trends, we will assist you in optimizing your investment portfolio now and in the future.
What We Do
Our team approach is to offer a range of services that better serve & provide more benefits to our clients.
Discover more about our products & services.
Why Choose SFM?
We educate our clients and take the mystery out of investing, insurance, estate conservation, & wealth preservation.
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Who We Are
Our experienced professionals have helped many people just like you pursue their financial objectives.
We look forward to working with you!
At Strategic Financial Management, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We recognize the importance of getting to know you, your financial needs, your financial goals, and your lifestyle.
With over 30 years plus experience in the investment and financial industry, our mission is to build solid, reliable relationships with our clients by providing the highest degree of integrity, loyalty, and quality service.
For more information about our services or to book an appointment, please contact our Greeley, CO location at 970-353-7124 today.
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8:00 AM - 5:00 PM
Saturday—Sunday: By Appointment Only
Strategic Financial Management, Inc. is an investment advisory firm located and registered in Colorado. Associated persons of Strategic Financial Management, Inc. are also registered representatives and investment advisor representatives of LPL Financial, a registered broker-dealer and investment advisor. Strategic Financial Management provides financial planning services only and such services are distinct and separate offering from securities and advisory related services offered through LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.