Investor Access
 



Professionally Speaking

Strategic Financial Planning, Inc.,
An Independent Registered Investment Advisor

About Us

STRATEGIC FINANCIAL PLANNING
brian.orol@raymondjames.com
Strategic Financial Planning Inc., is an independent fee-based* financial planning and investment management firm. Serving Triangle clients since 1997.

Strategic Financial Planning, Inc., a Registered Investment Advisory firm, offers a fee-only approach to financial planning and investment management. We develop and implement your personal financial roadmap.

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

 




Brian Orol
CERTIFIED FINANCIAL PLANNER™
President, Strategic Financial Planning
Toll-Free: 888-870-9818
brian.orol@raymondjames.com

Brian, a Certified Financial Planner™ professional since 1994, serves his clients in a confidential and trustworthy manner. He asks the important and challenging questions and respectfully listens to clients concerns. The next step is to prepare a personal financial plan that addresses the issues of importance to you. Brian specializes in comprehensive wealth management, stock options, 401(k) rollovers, college funding, retirement planning and elder care issues.




Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2009 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.




Brian Orol
CERTIFIED FINANCIAL PLANNER™
President, Strategic Financial Planning

8601 Six Forks Road
Suite 400
Raleigh, NC 27615
Phone: 919-870-9818
Fax: 919-882-2091
Toll-Free: 888-870-9818
Contact Us

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Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRASIPC