You have the power to control how you go about investing. Your actions as an investor can either lead to a better investment experience with you successfully achieving your goals, or these actions can make it harder for you to reach your desired destination. Daily market news and headlines will continue to cause anxiety and […]
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At Strategy Squad we provide wealth management, financial planning and investment guidance to a diverse population of individuals, families, and closely held businesses who seek efficient strategies to protect their wealth, their family’s standard of living, and create income for the future.
We believe in holistic planning in order to understand your needs and life goals. This helps us tackle unique situations, identify areas of risk, and create clear road maps for your financial security and success.
As strategists, we provide a critical analysis of your goals and objectives before making any recommendations.Managing wealth can be complex and time-consuming.
As a fee-based financial planning firm, our experienced advisors will partner with you to design wealth strategies according to your best interest.
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Financial planning and investment management services are offered through IRA Solutions, Inc. d.b.a. Qualified Planning (“Qualified Planning”). Qualified Planning is a California-based investment adviser registered with the California Department of Business Oversight; however, such registration does not imply a certain level of skill or training. A copy of the Firm’s brochure may be obtained by contacting Qualified Planning at (619) 309-4700 or firstname.lastname@example.org. Additional information about Qualified Planning is also available on the SEC’s website at www.adviserinfo.sec.gov.
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I have never met anyone who is completely satisfied with their personal finances for one reason or another. It is human nature to want “more” of something, whether it is more money, more financial stability, more social capital, more free time, etc. The list goes on and on… But then that is where many people stop. […]
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