Financial Strategy Pros, LLC · Since 2019

Helping families protect what matters and build lasting wealth

A licensed, independently operated financial services firm led by Jamie K. Spradley, investment licensed and operating since January 2015, with 25 years in Financial Services and People Management and clients across FL, GA, NC, SC, TN, and TX.

7 years
In operation
25 years
Industry experience
6 states
FL, GA, NC, SC, TN, TX
Jamie K. Spradley, founder and principal of Financial Strategy Pros, LLC

Jamie K. SpradleyFounder & Principal · Series 6, 63, 26, 65, MLO

What we do

Three practice areas, one coordinated plan

Protection first, then long-term growth. Every engagement starts with a review of what you have in place today and where the gaps are.

Term Life Insurance

Income protection for the people who depend on you, structured around your working years and mortgage timeline.

Learn More

Investments & Retirement Planning, 401(k)s & IRAs

Long-term wealth building with a written plan: contribution targets, allocation, retirement income projections, and consolidation of old employer plans.

Learn More

Mortgage Loans (including HELOCs, HELOANs)

Home financing and protection guidance, including purchase, refinance, HELOC, and HELOAN options, so the largest purchase of your life is matched with the right coverage.

Learn More
A family of four sitting together on the front porch of their home

Who we serve

Real families, real decisions

Most of our clients are households balancing a mortgage, growing children, and retirement accounts spread across a few former employers. The work is unglamorous and specific: make sure the income is protected, make sure the savings are invested with a purpose, and put it in writing so the plan survives a job change or a move.

Every plan is built and reviewed by Jamie directly — the same licensed professional you'll speak with years from now.

Ready to talk through your plan?

Consultations are no-obligation and take about 30 minutes.

Schedule a Consultation