Our Services

Strategic Funding, Inc.

We offer Comprehensive Financial Plans, which include calculations to forecast monthly savings needs for college and retirement. We specialize in tax-free investments. 

Retirement Plans:

Traditional 401(k) Plans   

Roth 401(k) Plans                     

Simple IRAs                                        

Simplified Employee Pension Plans (SEP)

Traditional IRAs

Roth IRAs

Variable Annuities

Conservative Investments:

Fixed Annuities

Indexed Annuities

Institutional CDs

Corporate Bonds AAA

Alternative Investments:
Non-traded Real Estate Investment Trusts (REITs)
Equipment Leasing
Oil & Gas Royalties

Risk Management:
Health Insurance
Life Insurance
Disability Insurance
Long-Term Care Insurance 

College Planning:

529 Accounts

Educational IRAs

Cash Value Life Ins to fund education

Estate Planning