Find the Certified Financial Planner™
Who's right for you.

Steven L. Dick, CFP®, ChFC

Strong Heritage Financial Group

705 Professional Plaza Dr
Ste 2
Greeneville, TN 37745
Phone: (423) 636-1800
Fax: (423) 636-1801

Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Government & Military
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

Considerations: Strong Heritage Financial Group is an independent firm specializing in comprehensive financial planning & consolidated wealth management for high net-worth families, trusts, executives, small business owners, & entreprenuers.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.