Wealth ManagementTactical Investment Strategies
Retirement PlanningRetirement Income Solutions
Estate PlanningBusiness Planning and ConsultingBusiness Succession Planning
Unlike most wealth management firms and investment advisors; we don’t just put our clients in cookie cutter portfolios and simply rebalance them each year. Rather, we strive to provide additional value via a tactical approach to investments, avoiding unnecessary capital gains taxation. We do so in a tax-efficient, cost-effective manner utilizing a variety of strategies including low-cost exchange traded funds, individual securities, and fixed income funds with discounted institutional pricing.
Whether you are a few years from retirement or actively enjoying it, managing your wealth is a multi-pronged operation. With proper retirement planning, you can continue to enjoy the standard of living that you deserve without the added stress surrounding your finances. At Financial Strategies Group, we’re familiar with the ever-changing landscape of retirement planning. Our fiduciary financial advisors have decades of experience with helping people like you enjoy retirement with confidence and clarity.
Our family-office style practice includes access to qualified accountants and estate planning attorneys. This benefit is typically only available for extremely high-net-worth individuals. However, we provide access to these services to all clients that have a relevant need, because we believe the key to preserving wealth is a comprehensive estate/business planning strategy led by an experienced team to minimize tax liabilities associated with a transfer of wealth from one generation to the next.
While estate planning in particular is no one’s favorite topic to discuss, having an experienced partner at your side leading the conversation and developing the strategy will help prevent significant headaches in the future while preserving more wealth for the ones you love.
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