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 Maple Grove, Minnesota
Welcome to Strategic Financial Group, a team of trusted financial advisers near Maple Grove, 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 Maple Grove.
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 Maple Grove, 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.
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 Maple Grove, MN.
About Maple Grove
Maple Grove, MN, is a thriving city with a rich history that dates back to the mid-19th century. Nestled in the northwest region of the Twin Cities metropolitan area, Maple Grove has evolved from a rural community to one of the fastest-growing cities in Minnesota.
The area that would become Maple Grove was originally settled by Louis Gervais in 1851. Gervais, a fur trader and farmer, saw potential in the lush woodlands and fertile soil. He established the first homestead in the area, marking the beginning of Maple Grove’s development. In 1854, a group of settlers from New England arrived, bringing with them a sense of community and determination. They built the first schoolhouse in the late 1850s or early 1860s, a small log structure that also served as the town’s meeting hall. Education has always been a cornerstone of Maple Grove, and this legacy continues with the city’s top-rated schools today.
The discovery of maple trees in abundance led to the town’s name. Early settlers tapped these trees to produce maple syrup, an important commodity for the community. This tradition is celebrated annually with the Maple Syrup Festival, which draws residents and visitors for a taste of history and local flavor. In 1864, the St. Paul and Pacific Railroad extended its line to Maple Grove, connecting the town to larger markets and promoting economic growth. The railroad brought new businesses, including grain elevators and general stores, which became the backbone of the local economy.
The late 19th century saw the establishment of several key institutions. The Maple Grove Community Church, built in 1871, quickly became a focal point for social and spiritual gatherings. Its charming white steeple is still a beloved landmark today.
As the 20th century approached, Maple Grove continued to grow. The construction of Highway 610 in the 1980s transformed the city into a suburban hub, attracting new residents and businesses. The highway improved access to the Twin Cities, making Maple Grove a desirable place to live and work. In 1992, the Arbor Lakes shopping and entertainment district was developed, cementing Maple Grove’s reputation as a regional destination. Arbor Lakes features a variety of shops, restaurants, and entertainment options, reflecting the city’s vibrant and dynamic character.
Community involvement has always been at the heart of Maple Grove. The Maple Grove Days festival, started in 1987, celebrates the city’s spirit with parades, concerts, and family-friendly activities. This annual event fosters a sense of unity and pride among residents. Environmental stewardship is another hallmark of Maple Grove. The city is home to several parks and nature reserves, including the Elm Creek Park Reserve, one of the largest in the area. These green spaces provide recreational opportunities and preserve the natural beauty of the region.
Today, Maple Grove blends its rich history with modern amenities, offering a high quality of life for its residents. The city’s commitment to education, community, and the environment ensures that Maple Grove remains a vibrant and welcoming place to call home.
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.