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WELCOME TO STROUD FINANCIAL

We’ve all been there. Trying to achieve a financial goal, whether it be planning for retirement, living in retirement, trying to save for college, or just a major purchase. At Stroud Financial, we want to be the ones to help you achieve these financial goals.

We believe that your financial advisor is your partner in helping you fulfill your goals.  Not just an institution that the only contact you have is when you actively reach out to them.  Our goal is to be with you every step of the way monitoring progess and staying in touch with you on a regular basis to make sure we are staying on track as well as helping you to navigate financial markets.

Don’t be satisfied with the status quo. Let us be your advocate for achieving your financial goals.

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We’re here for you!

Over the last 8 years, we have been helping over 500 individuals to reach their financial goals.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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