At Financial Strategies Group, we prioritize the planning process above all else because we believe that getting to know YOU on a personal level is the cornerstone of a solid financial foundation. Only by grasping what truly matters to you can we chart a meaningful path forward.

Once we’ve gained insights into your goals and aspirations, we create a thoughtfully curated strategy which integrates your financial priorities, investments, estate planning, business planning, and other critical areas most pressing to you. Our team then delves into the industry landscape to identify products that are suitable for you. These are carefully chosen and implemented into your plan to pave the way for your financial success.

Continuing our commitment to you, we consistently monitor and assess your plan’s progress. Regular check-ins allow us to measure your results against the goals and milestones we’ve established together. If any adjustments are needed, we’re quick to make them – ensuring your financial strategy aligns with your evolving needs.

Putting structure around the more common challenges our clients face:

Business Owner Model
What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch. Click to read more

Lifetime Income Model™
Retirees must make important decisions about their future. Do I have enough money to retire the way I want? Is it in the right places? How can I maximize tax efficiency? Click to read more

The Financial Second Opinion™
The financial health of an individual or family is second only to their physical health. Asking for second opinions from doctors is common practice – so should it be with financial advisors. Get a no obligation review of your financial affairs and a candid Green, Yellow or Red light report that breaks down where you stand. Click to read more

Plan for Financial Comfort™
Life is full of the unexpected and of things that happen sooner than expected. Major events, transfer of assets, loss of a job, new baby, divorce, death – the list goes on. Have a contingency plan ready, so you are prepared for the unexpected. Click to read more

The Legacy Discussion™
Estate planning is often among the least prioritized financial considerations – but is in fact among the most important. How do I want my assets distributed when I’m gone? How much control should my heirs have? How do I minimize the tax burden on my family. Click to read more