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Everything we do starts with learning what is important to you. Understanding your unique story is vital in the development of a financial plan with your best interests in mind.
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For You
We specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk.
Wealth Management
Our approach is to create a holistic financial plan for you. The foundation of this planning process is rooted in our independence. This allows us to align our interests with your priorities.
Exceptional Service
Our team-based planning process and service approach allows us to deliver the personal touch and experience that clients love. You will have a team that proactively reaches out to you on a regular basis. This ensures that we are constantly keeping up with the evolution of your life and your wealth management needs.
The Process
With an “education first” approach, Research Financial Strategies ensures that our clients understand how their money is being invested. We guide the development of financial plans that help you achieve your goals for personal wealth and retirement security.
We are dedicated to helping you protect and manage your assets, prepare for retirement and life’s events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.
Your investment needs, aspirations and financial goals are just that – yours. And your financial plan should reflect that. We can provide you with just the right combination of financial service, support and guidance that make the most sense for you.
Why settle for an off the shelf investment program? We’re here to provide you with personalized financial planning based on your goals, your time frame and your tolerance for risk. We’ll also be there to help you each step of the way in your pursuit of your personal financial goals.
Recent Financial News
Trending Now-2021-S&P Hits 4000
milestone (noun)1 a stone functioning as a milepost 2. a significant event or stage in the life, progress, development, or the like of a person, nation, etc. The S&P 500 closed above 4,000 on Thursday, April 1, marking a major post-recession milestone....
Weekly Market Commentary 4.12.2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > April 12, 2021Our Mission Is To Create And Preserve Client Wealth Investors didn’t stumble over inflation last week. Why not?Inflation –...
Stimulus Bill Analysis
The New Stimulus Bill President Biden just signed another stimulus bill, aimed to help those affected by the virus (and to deal with a few other matters found in the 5,593 pages of legislation).So discerning investors might ask two questions: (1) What’s in...
Weekly Market Commentary 4/5/2021
Treasury Note is simply the yield at the close of the day on each of the historical time periods. Sources: Yahoo! Finance, MarketWatch, djindexes.com, London Bullion Market Association.Past performance is no guarantee of future results. Indices are...
Weekly Market Commentary 3/29/2021
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > March 29, 2021Our Mission Is To Create And Preserve Client Wealth Last week, unemployment claims were looking good and consumers were...
End Of Week Market Update
End Of Week Market Update One year. It seems incredible, but it’s been one year since COVID-19 struck our shores. One year since the World Health Organization declared a pandemic. One year since the markets crashed and the schools closed and we realized...
Most Popular
from our Financial Advisors
How to Manage Your Money and Your Risk Exposure
This is an excellent example of one of our more popular client webinars where we detail what is happening in the market, what makes us so successful and different from other advisors, and how it effects our clients' portfolios.
Forgotten 401Ks
ZombiesThey’ll eat you alive!Failure to Rebalance - Zombie Sign #1When was the last time you rebalanced your 401(k) or other retirement account? When you set it up, you took a fairly conservative approach and bought 60% stock mutual funds and 40% bond...
Navigating Bear Market 17 & Covid19 Webinar
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > This Webinar zeroes in on Technical Analysis and Active Management—two strategies that protect your assets in times of trouble. Our equity...
Six Steps To Financial Independence For Women
Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?Read more>>
Active Portfolio Management – How We Do It!
Research Financial Strategies specializes in providing financial advice using a proprietary investment methodology that leverages technical analysis to identify and protect our clients against stock market risk. Research Financial Strategies provides our...
Don’t Be Deceived By Mutual Funds
Best Mutual Funds? Since the bull market run started 10 years ago, how many mutual funds would you guess outperformed the stock market? If you are thinking 500, 200 or even 20, you are very wrong. In fact, not one single mutual fund has beaten the market...
For over 25 years, Research Financial Strategies has been serving families and businesses as their financial advisor. Let us put our money management expertise to work for you. Set up a no obligation consultation by either filling out our contact form or by calling us at 301-294-7500. We are here for you!
