Financial Planning

Strong Gaddy Lee Wealth Management Group offers comprehensive financial planning services through our two partners who are CERTIFIED FINANCIAL PLANNER™ Professionals.  We know financial planning and money management can feel overwhelming, which is why we use the straightforward financial planning process of the CFP® board below to ensure we are all on the same page every step of the way:

1. Get to know you: We establish a relationship with you by offering a free consultation. We want to make sure this relationship is right for you and our firm. We are focused on developing a long-term relationship with our clients, and that is why at Strong Gaddy Lee our process begins with having a conversation with you about your values, your priorities and your dreams.  We believe that successful financial planning begins with trust.
2. Gather Data: We gather the information we need from you and prioritize your goals.
3. Analyze Data: We analyze your information and evaluate your probability of reaching your goals based on your current financial position, time horizon and risk tolerance.
4. Develop a Strategy: We recommend strategies to help you pursue your goals.
5. Take Action: We agree on the path to address your financial goals and implement your financial planning recommendations.
6. Monitor Progress: We benchmark your progress toward those financial goals and refine along the way as your needs and circumstances change.

Financial planning comes in all shapes and sizes. A comprehensive financial plan helps you make better decisions and execute solid strategies for retirement, investing and unpredictable life events. While we cannot predict the future, we can plan for it by fitting together all aspects of your life to discover your unique financial needs and then customizing a plan specifically to you. Our financial planning may include:

• Investment Planning
• Retirement Planning
• Estate Planning
• Charitable Planning
• Education Planning
• Corporate and Personal Tax Planning
• Cost Segregation Study
• Corporate Structure
• Insurance Analysis
• Debt Analysis

You do not have to be a client to benefit from our financial planning services. Learn more about our hourly consulting process by clicking here.

At Strong Gaddy Lee, you can rely on us to:

• Conduct a thorough individualized analysis of your investments and financial objectives.
• Provide tailored recommendations to help resolve concerns and assist in developing a timetable for achieving your investment objectives.
• Deliver a client service statement that assures you that our service will be top notch.
• Dedicate our full team of financial professionals to our relationship with you, including two CERTIFIED FINANCIAL PLANNER™ professionals, and our client service representatives.
• Conduct reviews of your investment and financial goals to help ensure you remain on track.
• Collaborate with your extended team of professionals, including CPAs, attorneys, insurance specialists and more.
• Serve your best interests at all times.