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 Corcoran 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 Corcoran, MN, we are proud to serve the Medicare community in and around Corcoran. 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.
Corcoran, MN, is a town rich in history and community spirit, with roots tracing back to the mid-19th century. Located in Hennepin County, Corcoran was first settled in 1855, led by Patrick B. Corcoran, an Irish immigrant after whom the town was named. Patrick and his wife Anna were among the earliest settlers, establishing a farm and building the first schoolhouse in the winter of 1857. This log schoolhouse, where Patrick served as the first teacher, marked the beginning of the town’s long-standing commitment to education.
In 1858, the town was officially organized during a meeting at Patrick Corcoran’s home. This meeting established key town positions and formally named the town in his honor. The early settlers of Corcoran included a mix of French Canadians and other European immigrants, who primarily engaged in farming and trade. Notable early settlers included Joseph Morin and his family, who arrived in 1856, and other families such as those of Robert Adcock and Joseph Dupont. These early residents were instrumental in shaping the community and laying the foundation for its future growth.
The arrival of settlers led to the establishment of general stores, a post office, and other essential community infrastructure. The first post office was established in the 1870s, further cementing Corcoran’s status as a growing community. The settlers’ dedication to building a cohesive community is evident in the various developments of the time, including the construction of the first town hall in the late 19th century, which served as a hub for local governance and community events.
Throughout the 19th century, Corcoran’s economy was primarily based on agriculture. The fertile land and hard work of the farmers ensured a prosperous agricultural community. The town’s growth continued steadily into the 20th century, with advancements such as the introduction of modern farming equipment and techniques. This agricultural heritage remains a significant part of Corcoran’s identity today, with many family farms still operating in the area.
In addition to its agricultural roots, Corcoran has also developed a strong sense of community through various local events and gatherings. Annual events such as the Corcoran Country Daze celebrate the town’s heritage and bring residents together for a weekend of festivities, including parades, music, and family-friendly activities. These events foster a sense of unity and pride among the residents, reinforcing Corcoran’s reputation as a close-knit community.
Corcoran is also known for its beautiful natural landscapes, including numerous parks and green spaces that offer recreational opportunities for residents and visitors alike. The town’s commitment to preserving its natural environment is evident in its well-maintained parks, trails, and conservation areas, which provide a haven for outdoor enthusiasts and nature lovers.
Today, Corcoran continues to thrive as a vibrant and welcoming community. The town blends its rich historical charm with modern amenities, offering residents a high quality of life. New developments and businesses contribute to the town’s growth, while efforts to preserve historical sites ensure that Corcoran’s heritage is honored and remembered. Corcoran’s dedication to education, community, and the environment ensures that it remains a desirable place to live, work, and visit. The town’s unique blend of historical significance and contemporary conveniences makes it a special place where the legacy of the past meets the promise of the future.