Strategic Financial Management, Inc. in Greeley, CO

Keep Your Income & Wealth Working

Broker Check by FINRA logo

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.

Schedule Your No-Fee Consultation!

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.

Middle aged couple talking on computer

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.

Couple with dog outside in the fall

Why Choose SFM?

We educate our clients and take the mystery out of investing, insurance, estate conservation, & wealth preservation.

Get started today!

Old couple looking at lake

Who We Are

Our experienced professionals have helped many people just like you pursue their financial objectives.

We look forward to working with you!

Our Mission

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.


“Randee and I came together after my husband passed away, and she took me under her wing and guided me through it all. I don’t think I would have made it without her. And she has continued throughout the years, going on 14 years now. I wouldn’t trust anyone else. Thank you Randee!”


– Pam


“Randee has decades of experience in Financial Planning. As a Certified Financial Planner, she takes her responsibility for our personal and long-term financial health very seriously. The market has been so crazy for a while that, as fairly new investors, we were pretty nervous. She is a lovely and responsive person to know and work with. Always available. Always teaching. But do not be fooled – she is a smart, savvy tough cookie under that pleasant demeanor. We plan on being with her for many years to come.”



– Kathryn


“We have been clients of Randee Cook and LPL for many years and she has always been available to explain our accounts and the ups and downs of the market. She monitors our accounts closely and makes adjustments when necessary. Her extensive knowledge and years of experience give us peace of mind, and the confidence that she will manage our accounts appropriately.”

– Rosales


We are very satisfied with the products and services. Very happy with prompt responses to any questions. The staff is friendly and always helpful. Would never consider changing.

– Kathryn R.

*This statement is a testimonial by a client of the financial professional as of 02/23/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

For more information about our services or to book an appointment, please contact our Greeley, CO location at 970-353-7124 today.

  • Loading stock data...
Strategic Financial Management, Inc. in Greeley, CO

Strategic Financial Management, Inc.
1931 65th Ave B
Greeley, CO 80634

Business Hours

8:00 AM - 5:00 PM
Saturday—Sunday: By Appointment Only

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
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.