Strategic Financial Management, Inc. in Greeley, CO

Working Towards Your Financial Needs & Goals

What We Do 

Can I retire early? Are my investments working hard enough? Do I have enough life insurance for my family?

When it comes to financial planning, you need wisdom and guidance; most importantly, you want to ensure that the guidance you receive will address your greatest financial needs — now and in the future.

From investing principles and strategies, retirement planning, financial advising, and more, Randee Cook, CFP® and the team at Strategic Financial Management, Inc. provide all-encompassing, results-driven strategies with a personal, small firm touch.

Based in Greeley, CO, we serve clients throughout the State of Colorado and beyond. Experience the SMF difference and call today to schedule a no-fee consultation with Randee.

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Products & Services

Randee Cook, CFP®, specializes in a vast selection of financial and investment services. Our team will work closely with you to understand your financial needs and goals.

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Investment Management

  • Stocks & Bonds
  • Coverdell Education Savings Account
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Government Securities
  • Variable Annuity
  • Alternative Investments
  • Portfolio Construction
  • Risk Tolerance Management
  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
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Financial Planning

  • Savings Planning
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • Legacy & Estate Planning
  • Estate Conservation Strategies
  • Examining Tax Implications
  • Financial Advising
  • Profit Sharing Plans
  • Investment Advisory
  • Cash Flow & Debt Management
  • Life Changing Events & Implications
  • College Plans & 529 Plans
  • Custodian Savings Account
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Retirement Planning

  • Establish/Automate Savings Strategies
  • Small Business Retirement Plans
  • 401(k) Rollover Services
  • Qualified Plan Allocations
  • Variable and Fixed Annuities
  • Retirement Income Planning
  • Pension and Social Security Planning
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Family Risk Management

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

If you’d like to request a no-fee consultation with Randee Cook, Certified Financial Planner™(CFP®), please contact our office in Greeley, CO at 970-353-7124 today!

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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.