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Our Services

We Are Proud to Offer a Variety of Services for Any Individual

Let's be honest; every financial difficulty is unique. Therefore, each solution should be unique. The services listed below are our responses to some of life's most prevalent financial difficulties. Our CFP® professionals will walk with you on your path to financial peace of mind, carefully explaining each step of the way.


 

 

Retirement Income Planning

Our signature service comes with our signature process. Income in Stages, Money to Last™ is a unique process designed to calm almost every retiree's biggest fear - running out of money.
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Investment Management

Utilizing some of the top investment management firms in the country, we help our clients employ a strategic and disciplined approach to achieve their investment management goals.
 

Investment Process and Philosophy

We partner with SEI Private Trust Company to implement strategic investment and financial plans. Select the link below to learn more about SEI and the manager of managers process.
 

Tax Planning

Let’s face it, taxes are a fact of life. Our tax planning services are integrated within our investment management and financial planning process.
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Social Security Optimization

Social Security is a question we all will face, it's just a matter of when. Do you know how to make sure you get the most out of it?
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Medicare Planning

Like Social Security, Medicare is an issue everyone faces eventually. We provide clarity on opaque laws, and guide you to the most effective policy for your needs.
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Discover your Risk Tolerance

What's Your Risk Number?

How Safe and Secure are Your Investments?

Learn how SEI Private Trust Company, our Custodian, can provide an additional level of security to your investment portfolio.  A level of security that goes above and beyond what is typically offered by a brokerage firm or bank.

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Over 65 years of combined experience

Founded in 1985, there isn't anything Strategic Advisory Services, LLC hasn't faced. We hope to earn the right to do business with you.

 

Our Services

  • Investment Management
  • Retirement Income Planning
  • Tax Planning
  • Estate Planning

 

Visit Us

10333 Richmond Ave. Suite 720
Houston, TX 77042

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General Website Disclaimers & Disclosures: This website is a publication of Strategic Advisory Services, L.L.C. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Information on this web site is directed toward U.S. residents only. Strategic Advisory Services, L.L.C. an SEC Registered Investment Adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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