Our mission is to help clients build passive income from reliable investment strategies.
Our mission is to help clients build passive income from reliable investment strategies.
No one controls the markets. The only thing to control is your behavior in the markets.
Different strategies are used depending upon the desires, philosophy and temperament of the investor in question because even the best of strategies don’t work if you can’t sleep at night.
We take responsibility for working with investors by understanding their goals, work with them to develop a plan of action, implement and adjust as circumstances warrant.
There is only growth and reduction. It is one or the other. The focus is on growth.
Growth is a priority through applying different investment strategies at different times depending upon market conditions, as
different markets, warrant different strategies.
We are constantly looking for additional ways to help clients build passive income from their investments through various products, strategies and tax-efficiency.
Our purpose is to serve our clients. We understand our clients are priority and we act accordingly.
When we work with clients, we want to fully understand their objectives, craft plans to meet those objectives, implement the plans, and monitor and adjust as needed.
We constantly work with clients through our definite chief aim process of prioritizing objectives and completing each objective, one at a time, with a pleasant demeaner.
The first step in clarity. You MUST have clarity in your vision for finances. Make your financial well-being simply part of who you are.
Decide and allocate your income to your most your most wildly important goals.
Build passive income starting today. Passive income allows you to be financially independent.
Create investment strategies and tactics to grow your different income sources and money. Identify opportunities and act on them.
One of the hardest parts about investing is the implementation of your plans. Plans not backed by a strong belief in your investment strategy will most likely lead to failure of implementation.
No one controls the return of any one investment. Professionals control risk. Outline and control risk in all areas of your financial life.
Define controllable outcomes in order to determine success or failure. Work on process over outcome. Measure, measure, measure.
Looking to make 2024 your best financial year yet?
We've got you covered!
Join our upcoming webinar to learn more!
January 25th, 2024 11:45 CST
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We hope you enjoyed our webinar about making 2024 your best financial year yet! Keep an eye out for our next webinar!
Click on the link below to schedule a Zoom Meeting. We review your Vision, Definite Chief Aims (investment goals), Your Current Situation, an Overview of Working Together, Costs, How We are Compensated and Next Steps (if any).
Since 1999 I've worked in the personal finance space. I've helped investors do everything from get out of debt, to producing passive income, to executing options strategies. So if you want to create harmony with your finances and become a better investor, I can help. Click the link below.
Adam Straseske, CMT
Emily Morgan
Office: 512-327-4747
2201 Double Creek Drive, 5005
Round Rock, TX 78664
Investment advice offered through Strategic Financial Concepts, LLC.,
a registered investment advisor.
Firm Brochure | Adam Brochure | Customer Relationship Summary | Disclosures | FINRA Broker Check
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