Strang and Associates
Your Best for Your Success
Strang and Associates is a financial firm committed to helping clients achieve their financial goals through education, tools, and professional guidance.
About
Strang and Associates is a financial firm dedicated to helping clients achieve their financial goals through personalized planning, education, and a variety of financial products. We provide services such as insurance, investment, retirement planning, estate planning, and wealth preservation, utilizing tools like MoneyGuidePro® to empower clients with clear, understandable financial strategies.
Our team, led by Carolyn Sue Strang and Steph James, holds relevant professional designations and works with a network of financial service companies to offer competitive solutions tailored to individual needs.
Services
Debt Management
Assistance in developing and executing strategies to reduce and eliminate debt, focusing on reallocating funds to build wealth.
Retirement Planning
Utilize MoneyGuidePro® to design a retirement strategy aligned with risk tolerance, time horizon, and financial goals.
Estate Conservation
Plan and manage personal affairs to ensure efficient distribution of wealth and minimize tax implications.
Insurance and Annuity Products
Offer a variety of insurance and annuity products, including term life, final expense, disability, long-term care, variable, indexed, and fixed annuities.
Investment Services
Provide investment advice and management using mutual funds and other investment vehicles.
