Live for today, plan for tomorrow.

Over 25 Years of Service to Our Clients

Certified Financial Strategies is a Fee Only financial planning and investment management firm with offices in Dallas, TX and Santa Fe, NM.  We specialize in providing comprehensive financial planning to help our clients achieve their financial goals, which is the foundation for securing financial independence.

As a registered investment advisory firm, we are required to provide full disclosure of information for prospective clients on Form ADV Part 2