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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.

 
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Tax-Efficient Investments for the Tax-Averse

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