Our Process

Our process encompasses the design, implementation and monitoring of a sound, flexible financial plan. Our business model starts with you in the center and extends to all areas that may affect a business or individual balance sheet.

Once we have collected the pertinent data with you, we can align your goals with a solution.

While we have experience in many of these areas, we recognize that we cannot fully specialize in all of them. However, we have created a network of trusted advisors to assist with the implementation of the black circles below.

For a more detailed description of our services, please see the click in the appropriate category in the services tab on our menu or homepage.


Securities products and services offered through Park Avenue Securities, LLC
(PAS), member FINRA, SIPC. OSJ: 4201 Congress St Ste 295 Charlotte, NC 28209 (704) 552--8507
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance
Company of America (Guardian), New York, NY.
Strategis is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Neither Guardian nor its subsidiaries issue Property & Casualty
or Health insurance products or services.
This material is intended for general public use. By providing this material,
Strategis is not undertaking to provide investment advice for any specific individual
or situation, or to otherwise act in a fiduciary capacity. Please contact a financial
professional for guidance and information specific to your individual situation.
2018-62656 (8/2020)