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 Buffalo, Minnesota
Welcome to Strategic Financial Group, a team of trusted financial advisers near Buffalo, 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 Buffalo.
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 Buffalo, 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 Buffalo
Buffalo, MN, is a city with a rich history and vibrant community life. Founded in 1856, it has grown into a thriving city that retains its small-town charm. The city’s name was inspired by nearby Buffalo Lake, a central feature that continues to attract residents and visitors.
Buffalo’s history is well-preserved through the efforts of the Wright County Historical Society. The society houses an extensive collection of artifacts and exhibits that showcase the area’s heritage. Visitors can explore a historic log cabin, town hall, and other interactive exhibits, reflecting the city’s commitment to preserving its past.
One of the hallmark events in Buffalo is the annual Buffalo Days, a week-long celebration that includes parades, fireworks, live music, and family-friendly activities. This festival highlights the community spirit and draws people from all over the region to participate in the festivities.
Buffalo offers numerous recreational activities, centered around its two main lakes, Buffalo Lake and Lake Pulaski. These lakes provide opportunities for boating, fishing, and other water sports. Additionally, the city boasts several parks and trails, making it a great destination for outdoor enthusiasts.
Despite its historical roots, Buffalo is a city that embraces modern amenities and development. The downtown area features a variety of shops, restaurants, and businesses that cater to the needs of residents and visitors alike. The city continues to grow, attracting new businesses and families who appreciate its blend of historical charm and contemporary conveniences.
Buffalo is served by the Buffalo-Hanover-Montrose School District, known for its strong educational programs and community involvement. The city also offers a range of community services, including healthcare facilities, libraries, and recreational centers, ensuring a high quality of life for its residents.
Buffalo, MN, remains a vibrant and welcoming community that honors its historical roots while looking forward to a bright future. Whether you are a resident or a visitor, Buffalo offers a unique blend of history, recreation, and modern living.
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.