Embrace Your Financial Future
Why Choose SFM?
The task of creating a financial plan can be daunting. At Strategic Financial Management, Inc., our goal is to make sophisticated financial services easy.
Located in Greeley, CO, our financial management firm serves individuals and businesses throughout the Denver metropolitan area and the State of Colorado. Randee Cook, CFP®, specializes in a variety of financial services to help clients pursue their financial needs and goals.
So, what can you expect at Strategic Financial Management, Inc. Discover why SFM is the right choice and give us a call today to schedule a no-fee consultation.
Call us today!
Our Philosophy
My team and I spend time, every day, answering the two fundamental questions that everyone has of our industry: Will I make it, and do I have any financial blind spots?
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The first thing we do is to sit down and help you define everything you are trying to accomplish with your wealth with a high degree of specificity. We then take a look at everything you’re doing financially; to determine if what you want to happen has a chance to occur.
We will map your current financial structure to your overall short-term and long-term financial objectives. If those two things align, we pat you on the back and tell you congratulations. If they don’t align, we point out your specific challenges and give you detailed recommendations to help you get back on track.
Our Mission
At Strategic Financial Management, Inc., we have the client — and only the client — in mind.
“Our mission is to build client relationships with the highest degree of honesty, integrity, loyalty, and quality of service” — Randee Cook, CFP®
Your Next Step
WHEN DID YOU LAST CONSIDER YOUR FINANCIAL AFFAIRS?
Consider your financial future. The options. The opportunities.
Complete a comprehensive review of your financial affairs through Strategic Financial Management, Inc. Capitalize on the strengths, pursue the goals, and meet your future prepared.
Get sound advice on all of your financial decisions. Take the next step today!
No-Fee Consultation
We begin with an initial appointment to discuss your current financial situation and your future goals… at no cost. From this meeting, we establish your financial profile and your objectives.
Plan Development
Combining goal-based advice with sophisticated statistical modeling, we will develop an effective, easy-to-understand method for you to prioritize and pursue your important life goals.
Implementation
The choice is yours: move forward and embrace your financial future. You have the freedom to select the presented products that will best help you pursue your goals.
Monitoring
We will also regularly monitor your progress towards meeting those objectives in your plan. Using that knowledge, we can modify to match your evolving needs and maximize your opportunity for success.
How We Communicate with You
- Monthly digital newsletters
- Educational videos
- Periodic telephone conversations
- Periodic face-to-face reviews
- Online account access
- Periodic seminars
Contact us at 970-353-7124 to request a no-fee consultation!
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Strategic Financial Management, Inc.
1931 65th Ave B
Greeley, CO 80634
Office: 970-353-7124
Toll-Free: 800-369-7122
Fax: 970-353-0182
Email:
randee.cook@lpl.com
debra.pratt@lpl.com
tiffany.lopez@lpl.com
Business Hours
Monday-Friday
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.