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 St. Francis, Minnesota
Welcome to Strategic Financial Group, a team of trusted financial advisers near St. Francis, 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 St. Francis.
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 St. Francis, 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 St. Francis, MN.
About St. Francis
St. Francis, MN, has a rich history that dates back to the mid-19th century. The city was named after St. Francis of Assisi, reflecting the early settlers’ religious heritage and their appreciation for the natural surroundings. St. Francis was initially a small settlement that grew steadily due to its strategic location along the Rum River, which provided essential resources and transportation routes for the early inhabitants.
The first settlers arrived in St. Francis in the 1850s, drawn by the fertile land and abundant natural resources. The early economy was primarily based on agriculture, with settlers cultivating the land and establishing farms. The Rum River played a crucial role in the community’s development, serving as a vital waterway for transporting goods and connecting the settlement to other areas.
St. Francis was officially incorporated as a village in 1887. The incorporation marked a significant milestone in the city’s history, providing a structured framework for governance and development. Over the years, St. Francis evolved from a small agricultural community into a more diverse and vibrant city. The construction of schools, churches, and businesses facilitated growth and attracted more residents to the area.
The community of St. Francis has always been closely-knit, with a strong emphasis on family values and civic engagement. Various community events and festivals have been a staple in St. Francis, fostering a sense of unity and pride among residents. These events celebrate the city’s heritage and provide opportunities for residents to connect and participate in communal activities.
In recent decades, St. Francis has continued to grow and modernize while preserving its historical roots. The city offers a blend of rural charm and modern amenities, making it an attractive place for families and individuals seeking a balanced lifestyle. The local government has focused on enhancing infrastructure, education, and recreational facilities to meet the needs of the growing population.
Education has always been a priority in St. Francis, with the establishment of several schools over the years to serve the community’s youth. The city also boasts numerous parks, trails, and recreational facilities, providing residents with ample opportunities for outdoor activities and relaxation.
Today, St. Francis stands as a testament to its rich history and dynamic growth. The city’s commitment to preserving its heritage while embracing progress ensures that it remains a vibrant and welcoming community for future generations.
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.