Strategic Financial Planning for Lifelong Growth and Security
Strategic Financial Planning, LLC was founded by Brett S. Sheedy, CPA, JD, LLM, MBA (Bio) and provides comprehensive financial guidance to individuals, families, and business owners who want to grow, protect, and preserve their wealth. Our mission is to help clients make confident, informed decisions through every stage of life by offering personalized strategies built around their goals.
With a focus on retirement planning, investments, insurance, estate management, tax strategies, and overall money management, we take a proactive, long-term approach to financial wellness. Whether you’re just starting to build wealth, preparing for retirement, or thinking about your legacy, our team works closely with you to design a financial plan that evolves with your life.
At Strategic Financial Planning, we combine experience, strategy, and care to help you navigate complexity and move toward the future with clarity and confidence.