“We are dedicated to listening to you, understanding your questions and concerns, isolating the issues and providing the  solutions that best suit your specific needs and profile.”

- Alan Topchik, Founder and President

Our Philosophy is Simple

We believe a proper financial foundation is built on wealth creation and tax efficiencies. By proper timing, combining, and sequencing of various strategies, we create an advantage for our clients using a number of trusted and time-tested methods.

Our Core Tenets for Every Client

Education, Inspiration, and Integrity. The first is our key to success. The second is found in each client’s personal story. And the third ensures we’ll always make what we believe to be the best choices for our clients.

Uniquely Qualified

Our commitment through collaboration is to provide you and your family a sound foundation through education. Our holistic viewpoint provides advice that seamlessly integrates with our clients’ complex personal and business finances. With 40 years of experience in planning, and a network with access to numerous specialist and thought leaders, that is the Strategic Success Consulting difference.