Your Trusted Medicare Specialists
near Maple Grove, Minnesota 

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.

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.

Why Choose Us? 

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

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

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.

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.