Working With Us
Our mission is to help clients build and maintain investment income in order to reach financial independence as soon as possible. To achieve this, one must be efficient with their Capital. This means saving in taxes, using the appropriate account types, not overpaying for investments and sometimes, the use of leverage.
People must be able to sleep at night knowing they are making good decisions with their finances. The key is to be prepared for any market condition or economic fluctuations.
What To Expect
Live your Financial Life with Intention
The first step is clarity. You MUST have clarity in your vision for finances. Make your financial well-being simply part of who you are.
Allocate Current Income based on Values
Decide and allocate your income to your most important goals.
Create Passive Income
Build passive income starting today. Passive income allows you to be financially independent.
Grow Income and Assets
Create investment strategies and tactics to grow your different income sources and money. Identify opportunities and act on them.
Further Develop Your Investment Philosophy
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.
Manage Your Risk
No one controls the return of any one investment. Professionals control risk. Outline and control risk in all areas of your financial life.
Benchmark and Monitor Progress
Define controllable outcomes in order to determine success or failure. Work on process over outcome. Measure, measure, measure.
Compensation Structures
We charge one of two ways.
Annual Retainer
Annual Retainer range depends on the scope of work and attention needed.
Assets Under Management Fee
The Assets Under Management fee is based on the management strategy implemented and ranges from .3% to 2.5% annually.
Before working together, we will propose which option best suits your needs.
Client Accounts & Resources
Adam Straseske, CMT
Emily Morgan
Call or Text : 512-327-4747
2201 Double Creek Drive, Ste. 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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