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ACCOUNT ACCESS

A Committed Partner Since 1998Strong Roots,
Steady Growth.

We help families and business professionals navigate comprehensive life planning with clarity, structure, and comprehensive insights.

Plan With UsGet To Know Us
UPCOMING OFFICE CLOSURES
  • Thanksgiving – Thursday, 11/26/26 & Friday, 11/27/26
  • Christmas Eve – Thursday, 12/24/26
  • Christmas Day – Friday, 12/25/26

LAKEPORT
1605 S Main Street
Call: 707-262-1880
Text: 707-533-8110

VISTA
380 S Melrose Drive, Ste 213
Call: 707-262-1880
Text: 707-533-8110

EMAIL
strongfinancial@jestrong.com

Our ApproachFriends,
not clients.

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When navigating major life transitions, retirement, or business needs, having a supportive team makes a difference. We aim to combine data-driven financial planning with a warm, approachable environment, helping you build a comprehensive strategy while feeling like part of our family.

— The Strong Financial Family

What We DoComprehensive guidance,
thoughtfully delivered.

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We offer a broad range of services designed with a goal to help put you in control of your financial future. 

Retirement Planning

Retirement Planning

Transitioning away from your primary career requires careful consideration. We help structure your assets to support your desired lifestyle.

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Investment Management

Investment Management

We build and review data-driven portfolios designed with a goal to weather market volatility, helping you stay focused on your long-term financial milestones.

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Estate & Tax Planning Strategies

Estate & Tax Planning Strategies

Safeguarding your family's wealth requires intentional foresight. We assist in coordinating your estate tax reviews and charitable giving objectives.

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Insurance & Risk Planning

Insurance & Risk Planning

From evaluating 401(k) and SEP IRAs to navigating the eventual sale of your business, we provide strategic support for entrepreneurs.

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Who We ServePlans built aroundreal life.

Who We ServePlans built around
real life.

We understand that financial planning can feel overwhelming. Our structured process is designed with a goal to bring organization to your situation, offering education and dedicated support every step of the way.

  • We begin with a complimentary conversation to understand your current situation, address your immediate concerns, and offer initial actionable recommendations.

  • For more complex transitions, we hold targeted follow-up meetings to dive deeper into your financial architecture and align your assets with your comprehensive life plan.

  • Once your tailored strategy is established, our dedicated support staff provides hands-on assistance to help put your new financial structure into motion smoothly.

  • We conduct regular quarterly or annual reviews to monitor your progress. You always have access to our advisory team to discuss any necessary adjustments.

We aim to educate and guide our clients to make informed financial choices through comprehensive life planning. When you work with us, you become part of the Strong family.

We strive to educate and guide our clients to make informed financial choices through comprehensive life planning. When you work with us, you become part of the Strong family.

Strong financial Family

Our TeamA team that supportsYour Vision

Our TeamA team that supports
Your Vision

Strong Financial Network was established in 1998. The Strong Financial team offers an individually focused approach to help clients pursue their goals through the creation of a comprehensive life plan centered around clients' individual values. Available to families, businesses and organizations, this pioneering creativity incorporates the efforts of a professional team of specialists.

25+Years Serving
Clients

03Dedicated
Advisors

05Client
SpecialistS

Upcoming GatheringsAn open invitation,
a sense of community.

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We believe that informed clients make confident decisions. From education to retirement workshops and social events, we host regular events to keep you updated on financial strategies. We are highly community-minded and invite you to learn alongside us.

View Our Events

Begin The ConversationPull up
a chair.

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If you are looking for a transparent, responsive team that cares about you—not just your money—we invite you to start the conversation and become part of our network.

Schedule A Visit