Our Firm

Strategic Financial Planning is a financial services firm committed to our clients' long-term financial success.  Our goal is to help you manage, protect, and conserve your wealth while delighting you with an extraordinary level of personalized service and experience.

Jay B. Barclay believes that the firm must reflect his personal values of integrity, customer service and building relationships.  Financial advice and service are provided to all those who need it because the bottom line is not the only way to measure a person.

Strategic Financial Planning is located in Indianapolis, however we serve clients across Indiana and other states.  Please use the "Our Services" link to the right for more information.

Strategic Financial Planning has grown through both hard work and through the kind endorsement of our clients. 

If we do do well, please tell your friends and family.  Use the "Tell a Friend" button to the right.