“I would like to meet with Strategic Advisory Services, L.L.C. to discuss my financial situation. What is my next step?”

  • We offer an initial meeting with our financial professionals, free of charge. This gives us a chance to meet you and understand your life goals. In turn, we will share with you our life planning process, investment management philosophy, and our client service team approach.
  • By exploring and discussing your life goals, it will help us both determine if there is a good match between your needs and our philosophy and services. For more information or to schedule a meeting, please contact our firm at 713-977-3800.