Independent wealth management firm, specializing in working with professional athletes, business owners, and high net worth individuals. Full service holistic planning which includes tax planning and strategies, investment management, and estate planning. Strand Life also handles tax planning and real estate analysis, which includes 1031 exchange and DST Options. Insurance Planning is also included.

Opening Times

Mon

09:00AM - 05:00PM

Tue

09:00AM - 05:00PM

Wed

09:00AM - 05:00PM

Thu

09:00AM - 05:00PM

Fri

09:00AM - 05:00PM

Email Addresses

parsa@strandlifefinancial.com

Services:
Tax services (planning & optimization), Retirement planning, Insurance Planning, Estate Planning, Ongoing wealth coaching, Business exit and succession planning, Investment management, Financial planning, One-time advisory consulting

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