Start building your child's financial future today with these key points to know about Roth IRAs. #RothIRA #KidsFinance #FinancialFuture
Strategic Financial Group
Financial Services
Grand Haven, Michigan 6 followers
By Planning First – Then Investing Second (TM), we help our clients face their retirement years with greater confidence
About us
It is best to think of us as Retirement Planning Architects When we first started out in 2008 we were your average, typical investment firm. But over the years, as we listened closely to our clients, it became obvious to us that portfolio management, while important, did not address the other financial concerns they faced going into retirement. You know, the kind of thoughts that were keeping them up at night. The Sequential FORMula So, to address our clients’ concerns, we completely reinvented the Firm. We rolled up our sleeves and developed a proprietary, step-by-step comprehensive financial planning process we call: The Sequential FORMula. We now use each step of The Sequential Formula to draft custom retirement blueprints for all our clients and the response has been overwhelmingly positive. Thanks to The Sequential FORMula our clients now feel better informed and are more confident in their financial decisions and retirement future. So, understand we do not just focus on investments; rather it is the “planning architecture” that we provide through our Sequential FORMula Process that makes such a difference in our client’s lives.
- Website
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www.strategicfg.net
External link for Strategic Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Grand Haven, Michigan
- Type
- Partnership
- Specialties
- Financial Services, Retirement Planning, Social Security Planning, and Investments
Locations
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Primary
Get directions
16964 Robbins Rd
Suite 100A
Grand Haven, Michigan 49417, US
Employees at Strategic Financial Group
Updates
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This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.
Retirement and Quality of Life
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To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
Countering Counterfeit Currency
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Consider a bucket plan to go with your bucket list. #RetirementSavings
A Bucket Plan to Go with Your Bucket List
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Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
Starting a Roth IRA for a Teen
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Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:
Working With A Financial Professional
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With increasing wealth comes unique financial challenges.
Investment Challenges of the Affluent Investor
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Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:
What You Need to Know About Social Security
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Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?
How Will the Economy React to AI?
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