GET THE RIGHT ANSWERS
WITH FINANCIAL STRATEGIES GROUP

FAQ

We are glad you are checking out some answers that we might have for your question. If you don’t find the answer here, send us a message and we will get back to you!

Why should I have a financial advisor?

Expertise: With increasingly complex financial markets, finding a trusted and qualified financial advisor is more important than ever. We have the knowledge and experience to guide you through the various financial stages of your life. We understand the importance of not only helping you reach your financial goals, but ensuring that you understand the reasoning behind each step we take.
Time: Do you have time to review your portfolio and evaluate investment alternatives? Your time is valuable. Let us spend our time doing what we enjoy so you can do the same.
Guidance: There are ups and downs in financial markets just as there are in your own life. Emotions tend to drive many choices and often cloud judgment. We can offer you personal attention and level advice during the good times and the bad, helping you to follow a disciplined plan.

What type of clients do you serve?
We serve clients of all ages and backgrounds who are seeking financial peace of mind. We welcome clients who are looking for a second opinion as well as those wanting a comprehensive financial plan or ongoing asset management services.
Is there a cost for the first meeting?

No. The initial meeting is an opportunity for us to get to know each other. It allows us to determine how we can effectively be of service to you and also gives you a chance to evaluate us.

What do I need to bring for the first meeting?

For the initial, complimentary meeting, please bring a list of assets and liabilities, a copy of your most recent investment statements, last year’s tax return, and any questions you might have for your advisor.

What is the process of becoming a client of yours?

The first step would be to set up an initial consultation by completing the Contact form. This meeting is a no cost, no obligation time for us to get to know more about each other and to see how our firm can assist you in reaching your financial goals.

How do you select investments for clients?

Before we make any recommendations, we take into consideration the current economic conditions as well as your objectives and risk tolerance.

Why is the ongoing advice of Financial Strategies Group so important?

Change. Not only are economies and financial markets continually changing, so are tax laws and life circumstances. As your environment changes, we help you stay on top of any issues that come into play.

Do I need to live in Fargo/Moorhead to work with you?

Our home office is in Fargo, North Dakota, but we serve clients in many cities throughout North Dakota and Minnesota as well as other states across the country. We are able to stay connected with our clients through our website and social media as well as video conferencing and regular meetings in person or on the phone.

We are just beginning to build our financial future and are looking for guidance to get started. Will you accept us as clients?

Yes. Some firms have investment account minimums or require certain income levels. At Financial Strategies Group we understand that people at every financial level have needs and we are happy to work with all of them. We look forward to helping you discover the road to your dreams!

Send us a message if you have any other questions.

We would love to hear from you!

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