Client Service Center

Welcome to the Strategic Family Wealth Counselors' Client Service Center!  This section of our website offers clients and visitors quick and convenient access to useful financial planning and investment information.


Client Forms:

Links to download our Form ADV and other client related forms.

Quotes and Market Data:

Review market indices and breaking news, obtain stock and mutual fund quotes and charts, build and track portfolios.

Financial Calculators:

Simplified calculators to help with commonly asked savings and mortgage questions.

Web Resources:

Links to other personal finance websites that you may find useful.


Disclosure Statement and Privacy Policy Statement.