Our services include comprehensive financial planning, investment management, retirement planning, insurance and risk management, education planning, wealth transfer strategies, and business-related financial guidance. Rather than viewing these areas independently, we believe they should work together as part of a coordinated strategy.

Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

Yes!

Although, we prefer the term Financial Strategist because the title more closely describes how we work, and reflects our core values as a firm. However, our Strategists and Partners are all properly licensed, trained, and held to the highest fiduciary standards to implement plans that represent our client’s best interests.

No two clients require the exact same financial planning strategy, because no two clients are the same. Therefore, it can be difficult to quantify the cost of implementation without multiple engagements. However, our team is primarily compensated through various fees and/or commissions, depending upon what strategy, vehicle, or tool we leverage to activate components of your plan. SRF also works with vetted partners, who may also assess fees for the services they deliver. All fees and costs are properly and clearly disclosed prior to the implementation of any strategic recommendations.

Strategy Room Financial Partners offers asset management services through our in-house Registered Investment Advisor, Hornor, Townsend and Kent, LLC (HTK). Our Strategists are Registered Representatives of HTK, and have access to a vast variety of account types, portfolios, and investing strategies to meet our client’s objectives. Fore more related information on how we serve our asset management clients, please visit HTK’s website here.

Our Strategists appreciate the relationship building process. We understand that discussing finances, past events, and future plans can feel daunting, and in some cases, even triggering. We work hard to establish judgement-free, safe environments for authentic discussions to take place so we can understand both the qualitative and quantitative context surrounding your goals.

We typically expect to onboard new clients in 2-4 meetings, and continue a cadence of communication every 6 months because we know life changes, and your strategy should adjust as well.

You can also expect to hear from us on special days and milestones, so that we can celebrate your accomplishments alongside you!