Strategic Financial Services

Strategic Financial Services

Strategic Financial Services is a Corpus Christi based financial services company. We are committed to serving our clients and our community with innovative safe money strategies.

We specialize our work with seniors on income and retirement planning.

Operating as usual

Claim Plan


Strategic Financial Services will be holding a Social Security education course at Del Mar College on the following dates:

Tuesday, July 23rd 6:15pm - 7:15pm
Thursday, July 25th 6:15pm - 7:15pm

-Discover how sweeping changes made in 2015 are still affecting Social Security claims today!
-Learn ways to avoid common Social Security mistakes (and ways to optimize your benefits)
-Understand how Social Security's lifetime income should integrate with your retirement income plan
-Learn how Social Security will be taxed (and how to reduce or even eliminate some taxes)

Click on the link below to register: Claim Plan - - ©2019 l Privacy Policy & Terms of UseThis is not a part of the Facebook website and is not endorsed by Facebook Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. This Social Security and insura...

Calling all educators! Are you considering taking that step towards retirement? Take advantage of a great opportunity to learn the truth about retirement planning. This free dinner presentation at Katz 21 Steak & Spirits Restaurant will be hosted by our subsidiary, Educators Financial Services, which specializes in retirement planning for educators.
Secure your spot today by calling 361-994-8252.

Morningstar Free Smartpage | News

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Annuities Not for Everyone, but They Have a Place

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5262 S Staples St, Ste 300
Corpus Christi, TX

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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