Unlike other firms in the financial services field, The Strebel Planning Group takes a ''whole person'' approach to the business of money.
For far too long, banks and investment brokers have made recommendations based on how much money you have, rather than what you want it to do for you. Individual tolerance to risk would rarely be considered, and the individual would be plugged into a formula that emphasized growth, when what was needed was principal protection. Some accountants have also been guilty of reporting to the government what happened the year prior rather than work with clients to improve their tax situations. Our approach is comprehensive and encourages pro-activity. Although clients are not obligated to use all of our services because they use one, those that do, report a heightened level of confidence and convenience, knowing that an interdisciplinary team is working behind the scenes to consider multiple factors before a plan is presented.
We believe that not everyone is right for us, as we are not right for everyone. From our initial contacts we strive to determine whether the match is a good one, not only from a product and services standpoint but also from an interpersonal perspective. If we don't feel the chemistry is right, we will encourage you to go elsewhere. We intentionally limit the number of clients we will work with. Our goal is to have a smaller number of deeper relationships rather than trying to be all things to all people.
Multiple locations visit our website for directions: http://strebelcpa.com/contact-us.html