Strategic Financial Solutions Inc

Strategic Financial Solutions Inc. is an independent, fee-based financial advisory firm in Overland Park, Kansas, led by Milind Vaidya. The firm provides wealth management and portfolio management services, and it states that trusted advice is the core of its financial relationships. The firm’s mission is to understand each client’s priorities, ask hard and smart questions, listen carefully, and understand in great detail where the client’s wealth stands today and where they would like it to be tomorrow.

Milind Vaidya, founder and senior financial planner, leads the firm’s client relationships. He holds an MBA and the ChFC designation and has more than 25 years of experience in the financial services industry. Under his guidance, the firm begins every client relationship with a conversation to identify and prioritize goals. From that deeper understanding of the client and their family, the firm builds customized strategies to suit the client’s vision and objectives, and it uses tools to track changes in those goals over time. The stated philosophy is that the best financial approach is the one that helps clients pursue their goals. Planning topics include managing future healthcare costs, saving for college, selling a business, buying a home, and passing wealth to future generations.

Services listed on the firm’s website include comprehensive financial planning, portfolio management, tax planning, education planning, retirement strategies, risk management and asset protection, long-term care planning, and estate planning. The firm also offers online resources, including calculators, a research library, newsletters, videos, a glossary, and a tax library.

Clients who work with Milind Vaidya and Strategic Financial Solutions Inc. can expect the firm to maintain the highest standards of integrity and professionalism and to put the client’s interests first. The firm can be reached at (913) 451-6915 or mvaidya@sfsfp.com.

Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Strategic Financial Solutions Inc. and Cambridge Investment Research, Inc. are not affiliated companies. Professionals conduct business only in states where they are properly registered, licensed, or exempt, and not all products are available in every state.