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.
At Strategic Financial Group, we understand that navigating Medicare can be overwhelming. With over 20 years of combined experience, we are committed to helping you navigate the complexities of Medicare with ease. We offer a wide range of options, including Medicare Advantage plans, Medicare Supplement plans (Medigap), Cost plans, and Part D Drug Plans (prescription drug plans) to ensure you find the best coverage for your needs. Whether you’re looking to sign up for Medicare Part A, Medicare Part B or explore supplemental Medicare insurance, our experienced team is here to guide you through the Medicare enrollment process. With our expertise, securing the right Medicare secondary payer and finding the ideal plan has never been simpler.
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.
Expertise You Can Trust
With over two decades of experience in Medicare advisement, we have a deep understanding of Minnesota’s Medicare Advantage plans and Medicare Supplement plans in the Becker area. Our extensive knowledge ensures that you receive accurate and up-to-date information to make informed decisions about your Medicare healthcare coverage.
Personalized Service
We believe in a personalized approach to Medicare insurance. We take the time to understand your specific needs, preferences, and budget to recommend the best plans that fit your situation. Our goal is to make the enrollment process as smooth and stress-free as possible for you.
Comprehensive Medicare Solutions
Whether you are looking into Medicare Advantage plans or Medicare Supplement plans, we offer a wide range of Minnesota plan options and have contracts with most Minnesota carriers to ensure you find the coverage that best suits your health needs and financial situation. Our insurance specialists will walk you through each plan, explaining the benefits and differences to help you choose the right one for your specific needs.
Local Expertise
Local to Becker, MN, we are proud to serve the Medicare community in and around Becker. Our local presence means we are readily available to assist you with any questions or concerns specific to the Medicare plans available in your area. We understand the unique needs of our community and are here to guide you every step of the way.
Get Started Today
Ready to explore your Medicare options? Contact us today for a complimentary consultation. Whether you are turning 65 (new to Medicare), coming off of a work plan, or qualify for an open enrollment period, we will help you find a Medicare plan that best fits your individual needs. Our knowledgeable team is here to guide you through every step of the process, ensuring you get the coverage you need with the personalized service you deserve.
Commitment to Your Well-Being
Our mission is to provide you with exceptional service and support throughout your Medicare journey. We are here to answer your questions, provide clarity on complex Medicare topics, and help you secure the best possible coverage.
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.
Helpful Resources
Explore our documents page for valuable client resources and insights to help you navigate
your Medicare options with confidence.
Need Assistance?
Contact us today to get personalized support and answers to all your Medicare questions.
We do not offer every plan available in your area. Currently we represent 10 organizations which offer 63 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.
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.