Partner Resources
A Market Update with Strategic Financial - June 2022
A Market Update with Strategic Financial - May 2022
GoodRX Pharmacy Savings Resource
85% of adults age 60 and over are on at least one prescription medication. The cost of medications can make a significant difference in medication "compliance" and ensuring people take the medications they need to maintain their health and quality of life. Unfortunately, many times the high cost of medication causes people to not fill their necessary prescriptions. We have been made aware of a resource called "GoodRX" that can help you evaluate the cost of prescription medications near you so that you can find the best price at pharmacies near you. We understand that every dollar matters when our clients are approaching retirement, or are on a "fixed income" in retirement. Click on the resource below to learn more about this free tool.
GoodRX Fact Sheet
Essential Financial Figures 2022
Looking for key data points for contributions, income guidelines/limitations, and important dates and deadlines? We have you covered! Check out the enclosed PDF that compiles all these essential financial figures for 2022 in one place in the link below!
Preparing for Medicare
There are many considerations when it comes to Medicare planning. As you approach Medicare eligibility, be sure to review this brief slide presentation about "Preparing for Medicare" in the link below.
A market update with Strategic Financial - March 2022
Mike & Regina Quirk Recognized at Cambridge Premier Club 2021
Norwell, MA – September 7th, 2021 – Mike & Regina Quirk of Strategic Financial Services were selected by Cambridge Investment Research, Inc. (Cambridge) to participate in Cambridge’s Premier Club in Tucson, Arizona. Out of over 3,700 financial professionals with Cambridge, Mike & Regina were two of just over 250 recognized with this distinguished honor. Premier Club financial professionals were invited to the conference based on their commitment to excellence and serving their clients in alignment with Cambridge’s core values of integrity, commitment, flexibility, and kindness.
“We congratulate Mike & Regina for this achievement,” said President and Chief Executive Officer Amy Webber. “At Cambridge, we are focused on the financial professional with an independent mindset and dedication to best serving the needs of their investing clients. We are pleased to offer opportunities such as our Premier Club conference that provide opportunities for us all to learn and collaborate.”
The conference was held August 25-28 in Tucson. The conference provided selected Cambridge financial professionals access to exclusive trainings, educational events, and networking opportunities alongside Cambridge senior executives and like-minded peers in the industry. “We were pleased to be invited to Cambridge’s Premier Club this year.” said Regina Quirk. “We are so proud to be in this profession, and it is an honor to serve our clients each and every day. I appreciate the trust they place in in our firm as we work together to address their financial goals and needs.”
About Strategic Financial Services
Strategic Financial Services was founded in 1995 and is headquartered in Norwell, MA. Strategic Financial has been serving clients across the country for more than 25 years. As Family Wealth Managers, the team at Strategic Financial works to guide clients through every season of life and prepare a plan for investments, taxes, retirement income, estate planning, and asset protection.
About Cambridge
Cambridge Investment Group, Inc. is a financial solutions firm focused on serving independent financial professionals and their investing clients. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and Strategic Financial Services are not affiliated.
Q2 2021 Horizon Investments Update
Chief Investment Officer Scott Ladner and President John Drahzal discuss what financial advisors may want to watch for amid rising inflation readings, why the collapsing price of lumber may be a reassuring sign, and what keeps us up at night regarding China's economy.
4 Scams to Avoid while travel resumes
As folks venture forth from pandemic isolation after being vaccinated, heading for long-awaited vacations and reunions with family and friends, they’re whetting the appetite of scam artists who target travelers.
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI.
National Security Institute is not affiliated with SEI or its subsidiaries.