How We Serve
Our dedicated team members are committed to providing concierge level of care. We foster a collaborative environment that is supportive and encouraging for professional and personal growth. It is this high-level of internal support that allows our team members the ability to provide each client an excellent level of service.
Roger Whitney CFP®, CIMA®, CPWA®, AIF®, RMA®
Senior Financial Advisor
Experienced Professionals
Our team of professionals have years of of experience in financial services. We can help you address your current and future needs. We look forward to working with you.
Strategic Financial Concepts has been serving Texas, Oklahoma, Washington, Louisiana, California, Florida and Georgia for more than two decades. Reagan and his team of professionals explain the "whys" behind the planning process and help people gain clarity and confidence to pursue their long-term goals.
It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. We can help identify potential roadblocks and uncover hidden opportunities.