Our Value – A true life partnership
At Strategic Asset Management Consultants (SAMC), we partner with you to help you achieve the highest quality of life, not just higher account balances. We walk with you, following a customized road-map built around your lifestyle, your vision for the future, and how you want your legacy to be felt by the next generation.
When you sit down with our team, you may be surprised by the conversation. We begin by getting to know you, not by asking a lot of questions about money. We take time to really understand who you are, the things you value in life, and how you want the future to unfold.
Once we understand and appreciate your values, we begin the work of your personal financial plan, investment management and ongoing financial education. Also, our work continues even though we aren’t sitting around the table together. We provide cloud-based solutions so you always have access to your information wherever and whenever you need it.
We think of your relationship with SAMC as much more than numbers. We’re here to give you knowledge and guidance to help you make the tough choices we all face in life. You can rely on our experience and wisdom to guide you to a well planned, safe and secure future.
Financial Planning
We want to know what matters to you. Our advisors ask questions about your assets and your life goals. We want to create a plan that achieves your ambitions with your assets. Our process involves investment management, tax planning and risk management. Together we devise a financial plan that addresses retirement planning, college funding and a host of other needs you might have. At the end of the process your finances are there to help achieve your short- and long-term goals.
Estate Planning
Many people think that estate planning is something that only the elderly need to think about. But if you have family members who depend on you, then the reality is that it's never too early to start planning your estate.
Philanthropic Planning
Many of our clients are involved in the community and we often advise them on philanthropic planning and the best ways to give. Our clients often ask, "how can help the organizations I love while maintaining my resources in case I need them?"
Business Services
SAMC services are not only limited to individuals. Our team manages money for many solo professionals and small business owners such as lawyers and farmers. We also manage accounts for trusts, non-profit organizations, and retirement plans such as 401(k)s for those same small business owners.
Our collective experience of over 50 plus years, has prepared our organization with the skills necessary to solve your financial questions.
