During your first visit, our team wants to get to know you and understand your goals and aspirations. In turn, we want to share our investment philosophy and planning process with you.
Welcome to Strategic Financial Group, a team of trusted financial advisers near St. Michael, MN. We are dedicated to helping individuals and families in the local community achieve their financial goals and build a secure financial future. Our team of experienced and knowledgeable financial advisers is here to provide you with the guidance and support you need to make informed financial decisions.
At Strategic Financial Group we understand that everyone’s financial needs are unique. That’s why we offer personalized financial planning and investment management services to help you reach your specific financial objectives. Whether you’re looking to save for retirement, plan for a child’s education, or simply grow your wealth, we are here to help you near St. Michael.
Our services include:
Retirement
Planning
We help you plan for the future by creating a retirement plan that takes into account your current and future income, assets, expenses adjusted for inflation and healthcare, financial situation, risk tolerance, and long-term goals.
Investment Management
Our team of experienced investment professionals will help you build a diversified portfolio of investments designed to meet your risk tolerance and financial goals.
Tax
Planning
We help you minimize your tax liability and maximize your wealth by providing tax planning strategies that take advantage of the latest tax laws and regulations.
Estate
Planning
We help you plan for the future by providing recommendations from an estate planning perspective that includes a will, trusts, and other estate planning tools to protect your assets and provide for your loved ones.
We are committed to providing our clients with the highest level of customer service. Our financial advisers are available to answer questions you may have and provide ongoing support to help you achieve your financial goals.
If you’re looking for a financial advisor near St. Michael, MN who is committed to helping you achieve your financial goals, contact Strategic Financial Group today. We would be honored to work with you.
Our Commitment to You
Personalized Financial Roadmap
The team at Strategic Financial Group uses cutting edge investment management and financial planning technology tools to help determine the best roadmap for your financial success. Our team will walk you through a 5-step process to create a comprehensive, flexible, and holistic plan designed just for you.
Client-First
YOU are the reason we exist. As Investment Adviser Fiduciaries, we focus on a client-first approach to financial planning and investment management. As Fiduciaries, we must always act in the best interest of our clients. Strategic Financial Group provides highly customized wealth management solutions with an unparalleled level of care, commitment, transparency, and personalized service.
Keep it Simple
Our goal at Strategic Financial Group is to help you understand your financial “snapshot” without confusing you with complex financial jargon. Our team will strive to create a relaxed experience as we work with you to design your customized financial plan.
5 Step Planning Process
Our team analyzes the information gathered in the Discovery meeting and prepares a plan proposal with specific recommendations based on your current and long-term objectives.
Together, we will customize a comprehensive plan that will help you accomplish your goals and objectives.
We will work closely with you to implement the specific strategies recommended in your action plan. Your plan will evolve as your needs change over time.
Our team will schedule regular reviews with you to evaluate your progress and make necessary adjustments.
About St. Michael
St. Michael is a city located in Wright County, Minnesota, United States. With a population of approximately 16,000 residents, St. Michael is a vibrant and growing community that offers a high quality of life and a wealth of opportunities for residents of all ages.
The town was first established in the late 19th century and has a rich history that is still evident today in the many historical buildings and landmarks that are located throughout the city. In particular, the St. Michael’s Catholic Church, which was built in 1867, is a well-known landmark that is widely recognized as one of the most beautiful churches in the state of Minnesota.
In addition to its rich history, St. Michael is also known for its excellent schools, which are consistently ranked among the best in the state. The city is home to several highly rated elementary, middle, and high schools, as well as a number of private schools, making it an ideal place for families with children.
St. Michael is also a great place for outdoor enthusiasts, as it is surrounded by many parks and natural areas that offer a variety of recreational opportunities. The city is also located near several popular lakes, including Albertville Beach and Fox Lake, making it a great destination for boaters, anglers, and water sports enthusiasts.
In addition to its parks and natural areas, St. Michael is also home to several other attractions, including a number of local shops and restaurants, as well as a thriving arts and culture scene. The city is home to several community theaters, as well as a number of art galleries and museums, making it a great destination for art lovers and history buffs.
Overall, St. Michael is a wonderful place to live, work, and play, offering residents a high quality of life, a rich history, and a wealth of opportunities for recreation and entertainment. Whether you are looking for a place to raise a family, start a business, or simply enjoy the great outdoors, St. Michael is definitely worth considering.
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Tax and/or legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.