Choice Financial Strategies, LLC

At Choice Financial Strategies, our purpose is to support you in making smart decisions with your money.  We strive to provide affordable access to unbiased and professional advice and assistance when it’s needed. It doesn’t matter if that involves answering one question or helping to develop and manage a lifelong financial plan — we’re here to help. 

CFS also provides outsourced bookkeeping and accounting services to small, mid-sized and fast growing companies, as well as individuals.  We are committed to providing quality customer support, while delivering services in a timely, efficient and precise manner. We offer full-charge on-site and/or off-site (remote) services, including payroll and quarterlies.

Services

At CFS we offer three distinct areas of service to individuals, businesses, trusts, estates and charitable organizations:

• Financial Planning & Advising

• Portfolio Management 

• Bookkeeping Services 

Each area is discussed in further detail on the following pages, including specific services, who can benefit, the advantages we offer, and all associated costs.

About Us 

Choice Financial Strategies, LLC was established to provide consumers with an alternative to the commission and sales charge driven environments of traditional financial service companies. Our solution is to operate as an independent, fee-only financial advisory firm, providing unbiased, professional advice and assistance on a pay-as-you-go basis. 

Our offices are located in Sheridan, Wyoming.  Advisors are available to assist residents of Sheridan, Buffalo and surrounding areas in person, as well as others via phone and electronic communications.