Financial Planning Services

Financial Planning

Our financial plans are more than a useful tool; they provide solutions and help you implement crucial decisions.

A financial plan is an extremely useful tool. However it is of no practical use if it does not address key problem areas, offer solutions and procedures for implementation. Strategic Group’s written financial plans are customized to each client and incorporate all assets and income, expose problems and outlines steps to solutions. In addition, if needed, a client can incorporate their tax planning, estate planning and business succession planning into their financial plans. Strategic Group’s financial plans are not simple one page print outs; they are extensive and include ‘what-if’ scenarios and education for the client.

Financial plans are a seperate service from Portfolio Managment.

Retirement Planning
Cash flow projections
Estate and legacy planning
Business succession planning
Tax planning
Income strategies
Perfom trust adminstration

The Financial Planning Process:

1. Meet with Strategic Group for a free one-hour consultation to determine if a financial plan is right for you.

2. Once an agreement has been reached, a step-by-step process will be discussed. A typical planning process would involve the following:

A. Meeting One - Discover and understand your personal history, circumstances, desires, and goals. Understand your risk tolerance, review your current assets, overall performance, and tax liabilities.

B. Meeting Two - Present and discuss your cash flow projections and evaluate your portfolio's suitability and potential to perform to goals as well as identify key problem areas.

C. Meeting Three - If needed, discover more problem areas and look at 'what if scenarios.'

D. Final Meeting - Deliver a financial strategy that fits your goals and personal circumstances. Recommend solutions to problems and provide ways to implement those solutions.

Insurance & Special Situations

Life insurance needs
Advice on Fractionalized Life Settlements and alternative investments*

Estate Planning

*Restrictions apply. May be restricted to accredited investors only. Must be evaluated prior to recommenations.