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Who We Serve

Based in Colorado Springs, Strasbaugh Financial Advisory serves individuals and families in Colorado, Arizona and nationwide – anyone seeking knowledgeable guidance on bringing their financial picture into sharper focus according to personal goals. We’ll help you define and maintain that focus during your career and throughout retirement.

Specific areas of specialty include:

Retirees and Pre-retirees

After a lifetime of scrupulous earning, saving and investing, retirement can be a welcome change. But it also can be a source of practical and emotional stress as you assess how to preserve as well as spend your hard-earned wealth.

Strasbaugh Financial Advisory has particular expertise in helping you move confidently into the distribution phase of your financial planning, assisting with the logistics of balancing lifestyle spending with protecting and/or growing assets in retirement, as well as preparing for legacy and/or philanthropic goals.

Prior to retirement we help you tie up myriad loose ends such as:

Cash-flow needs: Preparing a retirement cash flow plan to fund 30 years or more of expected spending for everything from homes to health care

Investment planning: Preparing a solid investment plan to meet these needs; diversifying out of company stock and stock options to manage exposure to single-stock risks

Tax management: Preserving wealth by helping you minimize your tax burden:

  • Efficiently invest in and withdraw from your IRAs and similar retirement accounts

  • Make best use of your deductible expenses such as healthcare and charitable giving

  • Respond to evolving tax codes that may impact your financial decisions

Advanced planning: Targeting related details such as estate planning, risk management (insurance) and more.

Widows/Widowers

Losing a spouse is devastating. Especially if you are new to the role of taking care of family finances, it only adds to the stress, as you are called upon to administer accounts, search for life insurance information and face a myriad of other decisions while you grieve. Even if you have been responsible for the household wealth, greater concerns weigh heavy on the mind.

Strasbaugh Financial Advisory helps alleviate the financial planning burden for surviving spouses.

  • As your objective advisor, we’ll champion your overall interests - listening, caring, protecting and supporting your and your family’s financial needs.

  • We’ll help you determine which financial decisions can – perhaps should – wait. Some longer-term decisions are best postponed until after you’ve regained your footing.

  • We’ll address concerns that demand immediate attention. For these, we’ll roll up our sleeves to assist. We’ll help with difficult phone calls to locate assets and accounts, explain the jargon in meaningful terms, and generally remain at your side, as your go-to resource in the face of the unfamiliar.

Current or Retired Military/Contractors

Many who retire from the armed forces enter the private sector instead of full retirement – often earning a significant salary, combined with retirement pay. The shift is a boon to your income bracket, but calls for specialized planning to make the most of your various sources of income.

As with civilian retiree and pre-retiree planning, Strasbaugh Financial Advisory applies our seasoned experience and carefully formed processes to the specialized financial needs of military officers and contractors, whether you are still in active duty, pursuing a private career, or transitioning into retirement.

"An expert is someone who has succeeded in making decisions and judgments simpler through knowing what to pay attention to and what to ignore." - Edward de Bono

 

 

Strasbaugh Financial Advisory, Inc. (“Strasbaugh”) is an SEC registered investment adviser located in Colorado Springs, Colorado. Strasbaugh may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Strasbaugh’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Strasbaugh’s web site on the Internet should not be construed by any consumer and/or prospective client as Strasbaugh’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Strasbaugh with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Strasbaugh, please contact the SEC or the state securities regulators for those states in which Strasbaugh maintains a notice filing. A copy of Strasbaugh’s current written disclosure statement discussing Strasbaugh’s business operations, services, and fees is available from Strasbaugh upon written request. Strasbaugh does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Strasbaugh web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Strasbaugh), will be profitable or equal any historical performance level(s). Certain portions of Strasbaugh’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Strasbaugh (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Strasbaugh, or from any other investment professional. Strasbaugh is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Strasbaugh is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Strasbaugh by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Strasbaugh’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Strasbaugh, or from any other investment professional. Each client and prospective client agrees, as a condition precedent to his/her/its access to Strasbaugh’s web site, to release and hold harmless Strasbaugh, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Strasbaugh.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Strasbaugh), will be profitable or equal any historical performance level(s).

Certain portions of Strasbaugh’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Strasbaugh (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Strasbaugh, or from any other investment professional. Strasbaugh is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Strasbaugh is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Strasbaugh by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Strasbaugh’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Strasbaugh, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Strasbaugh’s web site, to release and hold harmless Strasbaugh, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Strasbaugh.

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