October is a good time of year to focus on a few key steps that will help lead to financial abundance now and in the future. TIME FOR A PORTFOLIO REVIEW How did your investments perform this year? Do you understand the type of investments that you own? Are your investments properly diversified? Investors don’t […]
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Strategy Squad is the wealth management firm for women dedicated to living lives of abundance and impact. We help our clients secure their financial futures with values-driven investments and guidance. Our fiduciary team brings generations of financial planning and wealth management expertise to Oakland, California and beyond.
We serve individuals, families, and small businesses, and specialize in working with women who are ready to get serious about their wealth and transform their financial futures. Women are the CFO’s of their families and their households, and when women thrive financially, the benefits ripple out to everyone around them.
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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 email@example.com. Additional information about Qualified Planning is also available on the SEC’s website at www.adviserinfo.sec.gov.
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Nowadays it can be equally hard for people who are currently working with a financial advisor, or seeking professional help with their personal finances for the first time, to know if they are working with the right financial professional. There can be some nuances and gray areas in our professional field, but we wanted to […]
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