TRAVEL TOWARD SUCCESS
WITH FINANCIAL STRATEGIES GROUP

OUR SERVICES

We Are a Team of Financial Advisors

Our strength as a company comes with the fact that we are a team of advisors. We are united in the services and products we offer.

As a team, we offer you our years of combined experience to solidly move you down your path to your dreams.

WHAT WE CAN DO FOR YOU

As financial advisors, our goal is really to help you become a better investor. We not only guide you in making healthy financial decisions, but we also teach you how to make those decisions that will keep you on a great path.

Our services are many - and always adjusting to serve our clients' needs.

Financial Planning

Insurance Planning

Investment Management

Retirement Planning

Education Planning

Financial planning is always changing with seasons and circumstances in your life and in the world around us. We are ready to help you in the season you are facing on the road of your financial journey.

FINANCIAL PLANNING

Individuals and businesses of all income levels are realizing they need guidance in planning their financial future. Our staff will design a comprehensive financial analysis that will provide the information you need to make informed decisions.

We use time proven methods of accumulating and preserving assets through investment balance, risk management, budgeting, and systematic savings. These methods can help you make the most of what you have.

INSURANCE PLANNING

Risk management is an important part of the overall planning process. We provide the product selection needed to serve you in this area.

Through a wide variety of leading insurance carriers, we offer products such as:

  • Term Life Insurance
  • Universal and Whole Life Insurance
  • Variable Life Insurance
  • Fixed Annuities
  • Disability Insurance
  • Long Term Care Insurance

INVESTMENT MANAGEMENT

With our industry relationships we search out and screen an extensive array of investment alternatives.

We offer the following investments to our clients:

  • Variable Annuities
  • Mutual Funds
  • Real Estate Investment Trusts
  • Section 529 Plans

We keep you up to date on market and interest rate trends, offer portfolio analysis, and access to professional portfolio managers.

RETIREMENT PLANNING

Through various custodians, we offer retirement plans, tax-sheltered investments, and other tax advantaged plans such as:

  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Simple IRAs (for business owners)
  • Simplified Employee Pensions (SEPs)
  • Profit Sharing and 401(k) plans

EDUCATION PLANNING

To assist you in planning your children’s/grandchildren’s future we offer the following accounts:

  • Custodial Accounts (UTMA/UGMA)
  • Education Savings Accounts (Education IRA)
  • Section 529 Plans

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