James J. Van Ham

Strategic Financial Group, Inc.






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James J. Van Ham

A Holistic Approach

For Financial Challenges Faced by Individuals and Small Business Owners

Accumulation. Distribution. Everything in Between

We are a Multi Generational Wealth Management Firm. We promise to do everything within our power to make a positive difference in the lives of the people we touch. We will do this by creating, implementing, reviewing, and modifying your Personal and/or Professional Plans throughout OUR lifetimes. Our plan will be a road-map that is both realistic and achievable and it will allow our clients to accomplish all of their Personal and/or Professional goals.

Are you wondering...

  • Can I guarantee lifetime income for me and my spouse?
  • Will my retirement withstand future taxation and inflation?
  • Will I run out of money in retirement?
  • How will the volatility of the market affect my investment/savings?
  • Is my company's 401(K) plan compliant with new laws?

Our SFG team helps people with these challenges every day:

  • Comprehensive Wealth Management Services
  • Retirement Planning
  • Stress testing your current plan
  • Estate and Business Analysis
  • College Funding
  • Benefits Administration

For an introductory assessment of your individual or business plan, and to see if we can help, contact us today to schedule an appointment.