Financial Planning Firm with a Personal Touch
Who We Are
Are you in need of assistance from a financial advisor?
When it comes to managing your wealth and helping you navigate your financial needs and goals, Randee Cook, CFP® and the team at Strategic Financial Management, Inc. are ready to guide you every step of the way.
Building relationships with our clients is at the forefront of everything we do. With over 30 years of experience, Randee Cook can help you seek to achieve your financial objectives and get you where you want to be.
Our financial planning firm serves clients throughout Colorado and in up to 30 US states. If you would like to schedule a no-fee consultation, reach out to our office in Greeley, CO, today!
Call Us Today!
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
We look forward to meeting you and working with you!
Randee Cook, President, CFP®
Certified Financial Planner
I listen intently to you and work closely with you to create and implement a holistic, customized financial plan with strategies that seek to make all those dreams you have for your family come true.
A good financial plan, however, is not a static document that sits on a shelf. It is an ever-evolving collection of changing assets, changing projections, and changing goals. Life happens, and in order to be successful through any means but luck, your plan must be regularly monitored, assessed, and adjusted. My commitments to service and long-lasting client relationships helps ensure you stay on track.
Randee's Specialized Areas
- Cash Flow and Debt Management
- Custodian Savings Accounts
- Disability Insurance
- Estate Conservation
- Examining Tax Implications
- Exchange-Traded Funds (ETFs)
- Financial Advising Investing
- Investment Management
- Individual Retirement Accounts (IRAs)
- Legacy and Estate Planning
- Life-Changing Events & Implications
- Life Insurance
- Long-Term Care Insurance
- Mutual Funds
- Pension and Social Security Planning
- Portfolio Construction
- Retirement Income Planning
- Retirement Planning
- Review of Beneficiaries and Legal Documents
- Risk Tolerance Management
- Roth IRA’s
- Savings Plan
- SEP and Simple IRA’s
- Small Business Retirement Plans
- Stocks and Bonds
- Tax-Free Planning
- Variable and Fixed Annuities
- Wealth Management
- 401(k) Rollover Services
- 529 Plans
Registrations & Background of President, Randee K. Cook,, CFP®
- Certified Financial Planner™ since 1994
- Investment Advisor Representative through LPL Financial, fee based assets under management.
- President of Strategic Financial Management, Inc., a Colorado State Registered Advisory firm.
- LPL Registered Principal General Securities
- Registered Agent; Life, Accident/health, Fixed and Variable Contracts and Long Term Care
- FINRA/Multi-state, Blue Sky & Investment License
- AAS Degree, Mid-Management, AIMS Community College
- Degree Bank Marketing, Colorado University
- Careers in Management/Administrator Development Certificate
- Member of the Financial Planning Association; National & Colorado
- Patron of the Colorado Bar Association, Trust & Estate Section
- Member of the Northern Colorado Estate Planning Council
- Member of the National Association of Insurance and Financial Advisors (NAIFA)
- Member of the Greeley Centennial Rotary Club
- Member of the Greeley Country Club and Eaton Country Club
- Continuing education requirement fulfilled and current of 30 hours every 2 years and 24 hours/2 years for insurance
Operations/Public Relations Director
Debra is the Operations Manager for Strategic Financial Management, Inc, providing Operations and Compliance solutions and service for our clients. Debra has over 30 years of experience in operations/office management. She is the best person to contact regarding client account or operations questions.
Securities offered through LPL Financial, Member FINRA/SIPC
For more information about LPL Financial, visit www.lpl.com.
- Loading stock data...
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.