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WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth

Financial Advisor

WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth

Retirement Advisor

WELCOME TO RESEARCH FINANCIAL STRATEGIES

Our Mission Is To Create And Preserve Client Wealth

Investment Advisor

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.
Connect with us to learn more.

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

Special Market Update

Special Market Update

Inflation is proving to be far more tenacious than financial markets had hoped.The idea that inflation peaked in March was put to rest last week when the Consumer Price Index (CPI) showed that inflation accelerated in May. Overall, prices were up 8.6...

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Special Message

Special Message

Bonds CAN’T Fall Any Lower… Or Can They?What once was considered a “safe” investment has taken a drubbing in 2022.  As of yesterday (June 06, 2022) the AGG (US Aggregate Bond Index) has fallen 10.42% 1.  Just for the record, a 10% drop is recognized as an...

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Market Commentary June 6, 2022

Market Commentary June 6, 2022

June 6, 2022Our Mission Is To Create And Preserve Client Wealth How strong is the United States economy?That’s the question investors were mulling after last week’s jobs report.More jobs were created in May than economists expected, and the labor force...

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Memorial Day

Memorial Day

Friends,Memorial Day is a time for Americans to honor and remember those who lost their lives while serving in the armed forces. Veterans will think back on the men and women who served alongside them who gave the ultimate sacrifice for their country and...

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Signs on the Horizon

Signs on the Horizon

A Strange World All around us we see the same thing: weirdness. According to a client of mine, a McDonald’s on Interstate 81 posted a sign in the window:   Apply Inside … Work Today! So anyone with a pulse can walk in off the street and get a job at...

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Market Commentary May 9, 2022

Market Commentary May 9, 2022

May 9, 2022Our Mission Is To Create And Preserve Client Wealth There is a lot of uncertainty in financial markets – and markets hate uncertainty. In recent weeks, economic and financial market data have been telling different stories – and that makes it...

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Most Popular
from our Financial Advisors

Navigating Bear Market 17 & Covid19 Webinar

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...

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Six Steps To Financial Independence For Women

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>>

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Active Portfolio Management – How We Do It!

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...

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Don’t Be Deceived By Mutual Funds

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...

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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!

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