Strategic Financial Associates, LLC is a firm focused on providing exceptional financial services & committed to helping our clients reach every aspect of their financial goals. We pride ourselves in providing expert business, personal and corporate insurance and financial strategies.

We look forward to servicing your needs.

 

We specialize in the following areas:

  • Holistic Financial Planning*
  • Investment Advisory Services*
  • Executive and Business Planning
  • Life, Health, Disability Insurance Planning
  • Group Benefits Planning
  • Long Term Care Insurance
  • Retirement and Educational Planning
  • Estate Planning

 

*Investment Advisory & Financial Planning services offered by James Adkins, Investment Adviser Representative with Eagle Strategies, LLC, A Registered Investment Advisor.

James E. Adkins is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Alabama, Arizona, Arkansas insurance license # 358527, California insurance license # OB77623, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin.  No insurance business may be conducted outside these states referenced.

James E. Adkins is a Registered Representative of and offers securities products & services through NYLIFE Securities, LLC, Member FINRA/SIPC, a licensed insurance agency.  In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, North Carolina, New Jersey, Nevada, New York, Ohio, Oklahoma, Pennsylvania, Tennessee, Utah, Virginia, Washington and Wisconsin.  No offers may be made or accepted from any resident outside the specific states referenced.

James E. Adkins is also separately registered as an investment adviser representative with Eagle Strategies, LLC, a Registered Investment Adviser, offering advisory services in the states of California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, North Carolina, New Jersey, Nevada, New York, Oklahoma, Pennsylvania, Tennessee, Virginia, Washington and Wisconsin.  As such, these services are strictly intended for individuals residing in the specific states referenced.

Strategic Financial Associates, LLC is not owned or operated by Eagle Strategies, LLC or it's affiliates.

Strategic Financial Associates, LLC as well as Eagle Strategies, LLC and it's affiliates do not offer tax, legal or accounting advice.

 

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

More Newsletters →