Strategic Advisory Services

At Strategic Advisory Services, LLC, we are a team of dedicated professionals who are committed to helping our clients achieve their financial goals. With over 65 years of combined experience, our team has the expertise and knowledge to provide unparalleled service in the financial planning arena. Our team includes experts in the field, including our founder and President, Dick Grbac, who has been a Certified Financial Planner since 1989 and has been a member in good standing of the Financial Planning Association since 1983.

Our Process

At Strategic Advisory Services, LLC, we take a unique approach to financial planning. Our process is centered around delivering income in stages, ensuring that our clients have the money to last throughout their retirement. We believe in transparency and loyalty, which is why we operate as a fee-only firm, without any hidden fees or conflicts of interest. As a fiduciary, we act in the best interests of our clients, providing them with personalized solutions tailored to their individual financial situations.

Our Services

Our services are designed to provide our clients with a comprehensive approach to financial planning. Our services include:

• Investment Management: We provide customized investment management services, designed to help our clients achieve their financial goals.
• Retirement Income Planning: Our experts will work with you to develop a personalized plan to ensure a comfortable retirement income.
• Tax Planning: We help our clients minimize their tax liability and maximize their hard-earned dollars.
• Estate Planning: Our experts will help you create a plan for the transfer of your assets to your loved ones.

Our Team

At Strategic Advisory Services, LLC, we are proud of our team of experts, who are dedicated to providing exceptional service to our clients. Our team includes:

• Dick Grbac, CFP: Our President and founder, Dick has been a Certified Financial Planner since 1989 and has been a member in good standing of the Financial Planning Association since 1983.
• Suzi Grbac: Suzi is our Vice President and co-founder, who has been instrumental in the development of our company. She is responsible for office management and business operations.
• Jeremy Joiner, CFP: Jeremy is a Certified Financial Planner practioner and Senior Wealth Advisor, providing comprehensive and goal-driven financial planning and investment management advice.
• Pam Hext: Pam is our Director of First Impressions, with over 30 years of experience in customer service.
• Melissa DelCampo: Melissa is our Client Service Administrator, who provides exceptional service to our clients.

Get in Touch

We welcome the opportunity to work with you and help you achieve your financial goals. Contact us today to schedule an appointment with one of our experts.