THE STRATEGIC FINANCIAL ALLIANCE ELECTS NEW CHAIR, VICE CHAIR, AND MEMBERS TO ITS STRATEGIC ADVISORY COUNCIL

— Advisor Assaf Pinchas Elected as Strategic Advisory Council Chair; Brian Bennett Chosen as Vice Chair — ATLANTA, GA – December 22, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, today announced that Assaf Pinchas of Allegiance Financial Group, LLC, of Vienna, VA, has been elected…

Funding Healthcare Wild Cards

Contributed by: Lewis J. Walker, CFP®   Underpinning most goals, aspirations, and “bucket list” dreams, is the assumption of good health. Of the top eight retirement worries of surveyed workers age 50 or older, three were health related: Declining health that requires long-term care; lack of access to affordable and adequate healthcare; cognitive decline, dementia,…

THE STRATEGIC FINANCIAL ALLIANCE CONVENES SECOND ANNUAL DIAMOND CONFERENCE FOR TOP-LEVEL ADVISORS IN COSTA RICA

— Gathering Brings Together Outstanding Advisors to Network and Share Professional Insights at Exotic Leisure Location —   ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (SFA or “the firm”), an independent, privately owned provider of brokerage and custodial services and solutions to independent financial advisors nationwide, announced today that it successfully…

THE STRATEGIC FINANCIAL ALLIANCE HOLDS REGIONAL TRAINING SEMINARS TO PREPARE ADVISORS FOR IMPLEMENTATION OF DOL FIDUCIARY RULE

Three intensive regional sessions to offer information, tools, and strategies while providing forum for questions and sharing best practices ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (“SFA”), a leading, privately owned independent broker-dealer and Registered Investment Adviser (RIA), today announced that it has begun to convene three intensive, two-day regional seminars…

Exiting to Opportunity

Contributed by: Lewis J. Walker, CFP® Listening to music on internet radio post-Thanksgiving, “Auld Lang Syne” popped up, emphasizing how close the New Year is! At midnight on 12/31 as December fades to January, a year ends, a new year begins. What will you leave behind? What new undertaking will you commence? In business and…