Our Firm & Values

We are committed to serving our clients with honesty and integrity as we help to identify issues and problems; then we present solutions that will be implemented in a plan to get your Financial House in order.

At Causeway Strategic Financial Advisors the relationships we create with our clients are our first priority.

We strive to treat members of our community as a friend and take care of our clients like family!

Causeway Strategic Financial Advisors is a full service advisory practice committed to helping those within our community. Since 1985 our firm has focused on working with clients nearing or in their retirement years. Our goal is to create a secure retirement plan for every client which addresses their individual hopes and dreams.  We believe in using the SMART Money Process to prepare our clients for the certainty of uncertainty.  We often say, "While we can't predict the future, it’s our mission to help you prepare for it."