Deborah Sopher Email & Phone Number

Strategic Financial Services provides independent Fiduciary consultation and Financial planning services. Over 25 years we have been introducing tax-efficient strategies through the use of financial Instruments and Alternative Investments that help our clients leverage protection during stock market downturns and respectable earnings during market-cycle earnings. Our financial Planning services allow clients to explore each financial planning module to build a durable plan for life cycles. Clients know where they stand with risk protection and investment assets always by using real-time reporting wealth aggregation and analytical software. Clients review assets and liabilities, seeing their net worth, investment performance results, and credible reports, presentable to banking, accounting and other trusted advisors.Built upon a tradition of integrity, industry leadership, and excellence, Strategic Financial Services provides a team of experienced and industry-certified professionals who are committed to delivering innovative, time tested, fiduciary services that include thoughtful strategic planning and caring professional service.My dedicated team of financial advisors have served our clients over the past 25 years. As one of five Founding Directors of Agility Bank, our financial service reach extends to supporting our clients with access to banking advisors and services.If you are interested in Financial planning, Investment Advice, Insurance Advisement, banking solutions for business owners feel free to contact deborahs@sfshouston.comOur Services Include:Financial Planning ● Strategic Planning ● Analysis, Design & Management ● Customer Support ● Communication ● Retirement Planning ● Executive Benefit Programs ● Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

Listed skills include Employee Benefits, Business Development, Strategic Planning, Business Planning, and 24 others.