How We Help

How We Help You

Managing a business or planning for your family’s future comes with its challenges. At Action Financial Strategies, we specialize in helping small business owners, professionals, and families grow, protect, and conserve their wealth through every stage of life.

Whether you’re navigating complex business decisions, preparing for retirement, or re-evaluating your financial goals, we simplify the process with a focus on three key areas:

  • Tax-Efficient Wealth Strategies: Minimize your tax burden and maximize your wealth.
  • Retirement Planning: Focus on both phases of retirement— growing your wealth and securing steady income in retirement.
  • Business Succession Planning: Prepare your business for a seamless transition.

These services are supported by our expertise in investment consulting, guided goal-based planning, and financial product selection—helping to ensure every piece of your financial puzzle fits perfectly.

Investment Consulting

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To maximize the probability of achieving all that is important to you and your family, we design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. Our process ensures management and continual adjustment of investment assets according to your goals, timeline, risk tolerances, and tax liability.

Guided Goal-Based
Financial Planning

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While none of us can predict the future, we sure can help you grow and protect your wealth no matter what life throws at you -- whether it’s something good, like a business opportunity or a job promotion, or something bad, like a crashed economy or an unwanted diagnosis. We’ll help you stay financially strong through the ups and downs with a wealth accumulation and preservation strategy built to achieve your long-term investment objectives.

Financial Product
Selection

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No doubt an overwhelming aspect of making financial decisions is trying to sort through information overload of all the various products – each with varying levels of risk, return, minimums, tax considerations, etc. We help to narrow down the financial and insurance products that best meet your financial needs.

Second Opinion

Are you unsure if your financial plan is still on track? Many people set
their plan and forget it, but life changes—and so do your goals.


Feel more confident
in your decisions


Unclutter your feeling of
financial information overload


Make timely decisions to
attain the optimal results


Find financial solutions that are right for you through the ups and downs of life

Our Second Opinion Process is a simple, two-step approach designed to help you:

  • Regain clarity by reviewing what you already have in place—investments, retirement plans, and current strategies.
  • Ensure alignment by checking that your plan reflects your current goals, whether for your family, your business, or both.
  • Reduce stress with actionable, tailored strategies to keep you moving forward.

Here’s How It Works:

Step I Discovery Meeting

We’ll review your current situation, including your investments, retirement plan, and overall financial strategy, to understand your goals and concerns. For business owners, we’ll also look at how your business fits into your long-term plans.

Step II Strategy Meeting

We reconnect to provide a complimentary second opinion summary of your situation, along with fresh insights and tailored recommendations to ensure your plan aligns with your vision for the future.

It’s that simple—just two meetings to bring clarity,
confidence, and peace of mind to your financial journey.

Schedule Your Second Opinion Today