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 Dayton, 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 Dayton.
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.
Our team of experienced investment professionals will help you build a diversified portfolio of investments designed to meet your risk tolerance and financial goals.
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.
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.
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 Dayton, MN who is committed to helping you achieve your financial goals, contact Strategic Financial Group today. We would be honored to work with you.
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.
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.
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.
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.
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.
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 Dayton, MN.
Located near the banks of the Mississippi River, the history of Dayton, MN, is as rich and winding as the river itself. Established in the mid-19th century, Dayton began as a small settlement and quickly grew due to its strategic location for trade and transportation. The town was officially platted in 1855 by Lyman Dayton, a land speculator from New York who saw the potential in the fertile lands and the bustling river traffic. On October 1, 1855, the first post office was established, marking Dayton as a burgeoning community.
Among the early settlers was the prominent Smith family, who played a crucial role in the town’s development. Samuel Smith, a farmer and entrepreneur, purchased large tracts of land and donated portions for public use, including what is now the Dayton City Park. His vision was to create a community that balanced agricultural prosperity with recreational spaces for families. The arrival of the railroad in 1883 further spurred Dayton’s growth, connecting the town to larger markets and facilitating the movement of goods and people. This development attracted new businesses and residents, transforming Dayton into a bustling hub.
In 1892, a significant event in Dayton’s history was the construction of the Dayton Community Church. Funded by donations from local families, the church quickly became the heart of the community, hosting not only religious services but also town meetings and social gatherings. The church, with its distinctive bell tower, remains a historic landmark to this day.
The early 20th century saw further advancements, including the establishment of the first public school in 1910. The school, a modest one-room building, was a testament to the town’s commitment to education. Over the years, it expanded to accommodate the growing population, eventually becoming the modern Dayton Elementary School.
Dayton’s civic pride is evident in its annual events, such as the Riverfest, which started in 1925. This festival celebrates the town’s heritage and community spirit with parades, music, and local crafts. Riverfest continues to be a highlight of the year, drawing visitors from across the region.
In 1938, Dayton installed its first streetlights, a project spearheaded by the Women’s Civic League. This group of dedicated women worked tirelessly to improve the town’s infrastructure, reflecting the strong community involvement that has characterized Dayton throughout its history. The mid-20th century brought more growth and modernization. The construction of the Dayton Public Library in 1954 provided residents with access to a wealth of knowledge and resources, further cementing the town’s commitment to progress and education.
Today, Dayton retains its small-town charm while offering modern amenities. The town’s historical sites, such as the original Smith farmhouse and the Dayton Community Church, are preserved as reminders of the rich heritage that shaped this vibrant community. New residents and visitors alike are welcomed with open arms, invited to become part of Dayton’s ongoing story.
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.