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.
Strategic Financial Group
near Becker, Minnesota
Welcome to Strategic Financial Group, a team of trusted financial advisers near Becker, 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, grow your 401(k) or simply grow your wealth, we are here to help you near Becker.
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.
Medicare
Planning
Navigating Medicare can be overwhelming. With over 20 years of combined Medicare experience, our team of dedicated Medicare specialists is here to simplify the Medicare process and provide you with personalized service tailored to your unique needs.
At Strategic Financial Group, we offer a comprehensive range of services to guide you towards a secure financial future. Our expert financial advisors provide personalized retirement planning tailored to your needs, whether you’re interested in a Roth 401(k), Solo 401(k), or Safe Harbor 401(k). From helping you navigate the complexities of these retirement accounts to offering insightful advice on your 401(k) options, our financial consultants are dedicated to optimizing your investment strategy. If you’re searching for “financial advisors near me” and need a skilled financial planner, our team is here to deliver trusted, professional support to ensure your financial goals are achieved with confidence.
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 Becker, MN who is committed to helping you achieve your financial goals, contact Strategic Financial Group today.
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 Becker
Becker, MN, is a community steeped in rich history, located in south-central Sherburne County. The township, consisting of 64 sections, is the largest in the county. The first permanent settler, Peter Vadnies, arrived in 1855 and established a trading post named Marsailles near the present-day NSP Plant. This marked the beginning of Becker’s development.
In 1856, more settlers, including Nobel R. Crawford, John Wagner, John Sadley, and John Curtiss, arrived and made claims northeast of what is now the City of Becker. Notably, Curtiss settled near the Elk River, and the rapids there still bear his name, Curtiss Rapids. Crawford, the first to settle in that area, moved with his wife Lucinda and their seven children. Their home quickly became a hub for the community, hosting Sunday worship services and the area’s first Sunday School, organized by Mrs. Crawford.
By the 1857 census, the population of Becker was recorded at 35 persons. The arrival of the railroad in 1867 significantly boosted the town’s growth, with the first depot being built in 1868 and later replaced by a modern depot in 1917, which served the community until 1969.
Other early settlers included notable names such as Andre Anderson (1866), Jens Peter Anderson (1869), Edward T. Cox (1877), and many others who contributed to the township’s development. Originally called Pleasant Valley, the township was officially organized on January 21, 1871, and named after Honorable G. L. Becker of St. Paul, a real estate agent for the railroad.
The first officers elected included George Eaton as Chairman and several other key figures who guided the township’s early governance. The board’s initial actions included building infrastructure such as a bridge across the Elk River, costing $350. The town hall, initially built in 1891 and later rebuilt in 1912 after a fire, became the center of community meetings and activities.
Throughout its history, Becker faced challenges such as maintaining roads in wet and lowland areas, requiring innovative solutions like corduroying with yellow tamarack logs. The township was also known for its agricultural productivity, particularly hay and potatoes, which became significant local industries.
In the late 1800s, Becker established a bank and a local newspaper, reflecting its growing economic and social development. The town celebrated its centennial in 1971 with a series of community events, highlighting its rich heritage.
The Northern States Power Company’s Sherco Plant, originally established in Becker Township, became part of the City of Becker in 1974 due to annexation for better services. The township’s governance expanded in 1978 from three to five supervisors to better manage its growth.
Today, Becker, MN, continues to honor its historical roots while embracing modern development, maintaining a strong sense of community and heritage.
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.