Our Services

Strategic Funding, Inc.

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

Estate Planning

College Planning

Retirement Plans:

Traditional 401(k) Plans   

Roth 401(k) Plans                     

Simple IRAs                                        

Simplified Employee Pension Plans (SEP)

Traditional IRAs

Roth IRAs

Conservative Investments:

Fixed Annuities

Variable Annuities

Real Estate Investment Trusts (REITs)

Risk Management:

Health Insurance

Life Insurance

Long-Term Care Insurance