30+ Years of Financial & Investment Experience
Contact Strategic Financial Management, Inc.
Need help drafting your will? Planning for retirement? Need the help of investment service to build your portfolio?
No matter your financial needs and goals, it’s time to pave the way to your financial future ‒ Randee Cook, CFP® and the team at Strategic Financial Management, Inc. are ready to guide you every step of the way.
Based in Greeley, CO, our financial planning firm serves a range of clients throughout Colorado and the US. Please contact our office today to schedule a no-fee consultation!
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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.