YOUR FUTURE LOOKS BRIGHT
WITH FINANCIAL STRATEGIES GROUP

GET STARTED ON REACHING YOUR FINANCIAL GOALS

We can help you plan out your financial future

We are very excited that you are here! We know that you must be someone who is serious about making a difference in your financial future.

When it comes to working with our clients, we understand that many people don't "have it all together" in their financial lives.  Well, that's why we're here.  We enjoy helping people, so even if you have made a few mistakes (or a lot of them), we really want to help you move forward with a great plan that fits your goals.

We are ready to begin. Here’s what you can expect as we move forward.

1

INITIAL CONSULT

The primary purpose of this meeting is for you to learn more about us, and us about you. Items we may discuss include:

  • Your previous experience with investing
  • Your financial goals including your current financial situation
  • How our firm can help you
2

SET THE PLAN

Once the advisor has reviewed all the aspects of your goals, you will meet again to set in motion those goals. We will make recommendations, give guidance, and answer any questions you may have.

3

REVIEW THE PLAN

We will review your plan and the results with you on a periodic basis. This meeting gives us all an idea of how things are going and what changes need to be made for you to stay on track.

SCHEDULE A MEETING WITH US

Signing up for a complimentary consultation is fast and easy!  No commitments or obligations.

Just let us know the basics about your needs - that way we can use your time wisely.

Your information is safe with us.  We like you and don't want to disappoint you.  Plus, that is just who we are!

That's it!  Now we look forward to enjoying a cup of coffee with you while we start planning your financial road!

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What to bring?

If you don’t know where to start, just come as you are.

If you have a few pieces of information for us, that can definitely help us get the ball rolling. That would be items like:

  • Income Tax Returns (Federal and State) – Prior year
  • Debt Statements
  • Social Security Statement
  • Investment/Retirement Account Statements
  • Bank Statements – checking, savings, CDs, etc.

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