We will construct a full financial plan for you including…

  • Current State Budget and Cash Flow optimization.
  • Short Term Savings and Investing Plan.
  • Insurance and Risk Analysis.
  • College Saving Strategy and Savings Plan.
  • Medium Term Savings for Second Home or Career Change.
  • Pension Optimization, Retirement, and Long-Term Savings Planning.

We will provide this $3,000 value for a one-time fee of $1,900.


After the initial plan is in place, we provide continuing planning service for a flat fee of $250 per month. Services include:

  • One day response to any investing or finance questions.
  • Legacy Planning, Trust Planning, and Will Strategy.
  • Annual Checkups and Investment Analysis.
  • Advanced Investing and Finance News Digest – We read the Wall Street Journal, the Economist, and Investor’s Business Daily so you don’t have to!

If you commit to a one-year subscription of $2,500, 4 quarterly payments of $625, we will waive the Planning Fee for a total savings of $2,400!

Compare this to the other options you have.

Vendor
Description
Portfolio Value
Annual Fees
Betterment
Automated Investment Advice
$1,000,000
$4,000
Fidelity Robo-Hybrid
Bot driven advice with some human interaction
$1,000,000
$5,000
Investment Managers
Human advisor available to most people
$1,000,000
$10,000
Wealth Managers
Human advisor focused on portfolios over $1,000,000
$1,000,000
$20,000
Strongback Financial
Independent Advisor
$1,000,000
$2,500

Deal with real people at Strong Back!
Get a customized plan to fit your needs and risk tolerance.
We use the best computer modeling tools and strategies to make sure you are happy with your plan.
Get the full support you need while always maintaining control of your investments!

Our Financial Services

  • Budgeting and Cash Flow Management

    In order to get you started with budgeting and cash flow management, we as financial planners spend the time to understand your personal financial picture and how we can support your goals. We take that information and craft a custom plan for savings and investment that will fit your needs and your risk tolerance. We use custom tools to show your current budget and financial picture in a simple and easy to understand format and track your progress towards the multiple goals you want to achieve.

  • Using Insurance Properly

    In order to help you start Using Insurance Properly. We will inspect your insurance coverages and make sure you have the protection you need to make sure unforeseen accidents don’t derail your future plans. Since we aren’t selling you the policy you can trust our recommendations as part of your financial plan.
    Insurance isn’t just for fender benders and house fires. Let us show you how you can leverage insurance policies to reduce your risk of running out of money in retirement, paying for long term care and unexpected medical costs, and providing a tax efficient option to growing your savings and providing a legacy.

  • Long term planning

    When can I retire? How can I pay for my child’s college? Can we get a vacation home? Can we travel more? Instead of telling you to save a set percentage like some planners – we will model all of your savings goals and set up a plan that works for you. Our long term planning philosophy is centered around using your savings to maximize your life instead of working just to hoard cash in someone’s mutual funds.

  • Investment planning

    Your Investment planning should be as simple as it can be – but no simpler. If you are using a target-date mutual fund because “you don’t have time to worry about investing all the time” you are probably oversimplifying your investment plan and over-investing in low-yielding investments. This will make it harder for you to meet your goals. On the other hand, I’ve seen other investment plans that utilize 20 mutual funds to be diversified. This is overly complicated and probably means that you are paying too much in fees.

    At Strong Back, we know that each of our clients has different goals and different risk tolerances. We have set up a baseline of 10 funds that can provide diversification and match anyone’s risk tolerance – we will just change what percentage we put in each fund.

    For Clients who have a greater risk tolerance, Strong Back has developed a modified cost dollar averaging barometer that can exploit market swings to maximize returns. Strong Back also publishes a monthly newsletter with single stock and option picks that have seen gains between 80%-460% per year. These tools are available to all subscribers.

    So whether you don’t have time to worry about investing or you want to turbocharge your investing – Strong Back have you covered with your Investment planning!

Our Blog

Our Latest News

  • October 15, 2021
    Hitting Singles and taking LEAPS

    At Strong Back Financial, we recommend a well-diversified portfolio for our clients.  Most plans will have an aggressive investing component that should yield larger gains to grow savings faster.  For advanced investing clients, we recommend taking 10% of the aggressive investing portfolio and utilize a strategy we call hitting singles and taking LEAPS.

    Read More
  • Consulting

    September 23, 2021
    Make your Money work for you

    People work decades to build a retirement nest egg only to realize that they spent their most active years working for their money instead of letting their money work for them.  We have all been told that contributing at least 10% of your income to your 401k or IRA is the minimum we….

    Read More
  • Consulting

    September 23, 2021
    Congress wants to kill the Backdoor Roth

    Transferring after-tax IRA contributions to a Roth IRA (the dreaded “Backdoor Roth Maneuver”) is under severe scrutiny by congress as a tax loophole for the rich.   This move is popular for people who earn too much money to directly contribute to a Roth IRA ($75,000 filing single – $124,000 married filing jointly) but want…

    Read More
Call Us On:

(774) 275-8587