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 Dayton 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 Dayton, MN, we are proud to serve the Medicare community in and around Dayton. 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.
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.