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Strategic Financial Planning
 
 
Overview: 

Strategic Financial Planning is a financial services firm committed to our clients' long-term financial success.  Our goal is to help you manage, protect, and conserve your wealth while delighting you with an extraordinary level of personalized service and expertise.

Co-advisors; Katharine "Kate" Marvel and Jay B. Barclay are united in their belief that the firm must reflect their personal values of integrity, customer service and building relationships.  Financial advice and service are provided to all those who need it because the bottom line is not the only way to measure a person.

Strategic Financial Planning is located in Indianapolis, however we serve clients across Indiana and 16 other states.  Please use the "Our Services" link to the right for more information.

Strategic Financial Planning has grown through both hard work and through the kind endorsement of our clients.  


 
 
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