Our Company

Superior Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives. We offer all clients personal service. For each of our clients we strive to help create financial stability and confidence to provide for financial independence.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance.  Our team members are knowledgeable and truly care about helping our clients achieve their goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their financial goals and dreams.

Our Team

Meet the dynamic force behind the scenes: a team that combines strategic brilliance with a friendly demeanor.

Our Process

We believe a detailed planning process can be one of the most effective ways to create financial security.

Gold Medal Services

We offer a variety of specialized services designed to meet your specific goals and needs.

Resources

Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

CFP Logo
FPA Logo

Blog

What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

Get a 2nd Opinion

Expert financial planning is complex, and it shouldn’t be left for guesswork. Just like you would get a 2nd opinion regarding a health issue, we think you should seek 2nd opinions about your financial health. We offer a complimentary review meeting if you're unsure about the services of your current advisor.

Learn More