How We Are Compensated
Strategic Financial Group
Strategic Financial Group provides financial planning services and conflict-free investment advice in return for an annual fee deducted quarterly from the client’s actively managed investment accounts. Our clients pay a fee based on the assets managed within their plan. The fee includes the cost of fiduciary management of market-based investments within his/her portfolio as well as ongoing maintenance of his/her personalized retirement income plan. Our advisers receive no financial incentive (no commissions) to recommend one investment over another.
Retirement Income Plan Screening: $2,400: One Time Initial Planning Fee
- Initial comprehensive plan design
- Establish written goals & organize retirement resources
- Evaluate social security & pension claiming options
- Produce a comprehensive analysis
- Included: Customized Social Security Analysis, Comprehensive Investment Analysis, Personalized Retirement Income Plan Screening.
Asset Management Fees: Includes Investment Supervisory Services & Ongoing Financial Planning & Advice – You hire us as your financial advisory team.
- $100,000 – $999,999 = 1.5%
- $1,000,000+ = 1.25%
There are many financial products in today’s markets. Our job is to help our clients choose the most appropriate, effective vehicles based on the client’s specific financial plan. We will look for the most competitive product with a highly rated carrier when we have determined that it is in our client’s best interest to use an insurance product to transfer specific risks. We are independent agents and have access to a broad spectrum of investment products including annuities, life insurance, health insurance and long-term-care products. We are paid commission by the insurance carrier. We are free to choose the insurance vehicle that we believe will provide the greatest economic value to our clients, based on the specific task that needs to be accomplished.