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Why do I need Financial Strategies Group?

You have financial dreams, goals and ambitions.  Maybe they are for financial security, college education for your children or a comfortable retirement.  You may have worries, questions or concerns.  How much do I need?  What about this volatile market?  Am I on track?

At Financial Strategies Group, we understand that your individual financial situation is unique and deserves a personalized approach designed to help put you on the road to reach your financial goals.  Our commitment is to work closely with you to peer into your crystal ball to see how you envision your future, determine where you are at today, both financially and emotionally, and then map out a strategy that will put you on a plan to help you work towards your goals and objectives.  We view this financial strategy as a long-term process and commitment, not a one time event.

Who is Financial Strategies Group?

Financial Strategies Group is an independently owned, full service financial services firm with more than 35 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment, insurance and planning needs.

Our associates take pride in having the autonomy and opportunity to do what we believe is right for our clients. It's this independent approach combined with our decades of experience that we believe builds trust in long-term client relationships.

Independence means we have no obligation to represent proprietary products or services, so we can be openly selective in offering only solutions that we deem best suited to meet your financial goals and objectives. We can provide you with access to invest in the world's financial markets, as well as a variety of other complementary services that are often necessary to create comprehensive financial plans.

This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment and financial planning advice, and promise to do so with the highest level of integrity and service. We pledge to place your interests and concerns first, and we're eager to help you identify and potentially reach your goals.

What do I do next?

Reach out to us by phone, email, snail mail, fax or just about anyway short of smoke signals.  We would welcome the opportunity to meet you, on your terms, with a no obligation introductory meeting.  Our contact information is above and to the right of this page.  You may also easily send us an email from the Contact Us tab above.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

We are pleased to be affiliated with First Allied, a financial services firm that provides its network of independent financial advisors with brokerage, advisory, insurance, investment management and retirement consulting services.


Securities offered through First Allied Securities, Inc.  A Registered Broker Dealer, Member FINRA/SIPC.

Advisory Services offered through First Allied Advisory Services, Inc., a registered investment advisor.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for residents of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck