Recommend Tweet Linkedin
Home :

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.

 
Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

More Newsletters →