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Employee Benefit Products |
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Estate Conservation |
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Investments / Retirement Funding |
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Insurance Products |
Planning is the key to achieving your goals. The simple truth is that the sooner you begin, the more likely you are to achieve your goals. Our objective at Strategic Financial Associates, LLC is to help you accumulate funds, minimize taxes, and protect your income and estate with the insurance and financial products we offer so that money is available when needed.
The staff at Strategic Financial Associates, LLC is focused on client service and always works to put the client's needs first. We listen carefully to determine the client’s spoken and unspoken requirements. We always make sure the client is comfortable about purchasing the appropriate insurance or financial product. We take time to explain concepts and provide options so our clients can make educated decisions. Strategic Financial Associates, LLC tries hard to build trust with our clients and do everything to foster that trust to continually help it grow. We listen to and understand our clients’ wants, needs, and desires. We periodically review the client’s original plans to determine if the plans still meet the clients’ current needs or objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We are located at
6901 Rockledge Drive
Suite 800
Bethesda, MD 20817
Phone: (301) 214-6357
Fax: (301) 214-6653
Thank you for your interest.
Jim Adkins, is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of (AL,AZ,CA (CA Ins. License #OB77623),CO,CT,DC, FL,GA,IL,IN,KS,LA,MA,MD,MI,MN,MO,NC,NJ,NM,NY,OH,OK,OR,PA,RI,TN,TX,VA,WA,WV). No insurance business may be conducted outside the specific state(s) referenced.
Jim Adkins, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of (CA,CT, DC,FL,GA, IL,MD,NC,NJ,NY,OK,PA,SC,TX,VA,WV). No offers may be made or accepted from any resident outside the specific state(s) referenced.
Jim Adkins is a financial adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of (CA,CT,DC,FL,GA,IL,MD,NC,NJ,NY,OK,PA,SC,TX,VA,WV). As such, these services are strictly intended for individuals residing in (CA,CT,DC,FL,GA,IL,MD,NC,NJ,NY,OK,PA,SC,TX,VA,WV).
Strategic Financial Associates, LLC is not owned or operated by NYLIFE Securities LLC or it's affiliates.
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