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 Osseo 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 Osseo, MN, we are proud to serve the Medicare community in and around Osseo. 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.
Osseo, MN, is a charming small town with a storied history that stretches back to the mid-19th century. Located in Hennepin County, Osseo has grown from a modest settlement to a vibrant community while maintaining its unique character and close-knit atmosphere.
The town’s origins can be traced to 1852 when Pierre Bottineau, a prominent French-Canadian fur trader and land surveyor, settled in the area. Recognizing the potential of the land, Bottineau played a key role in establishing the community, which was initially known as ” Bottineau Prairie.” Osseo officially became a town in 1856, and its name, derived from the Native American word “Waseia”, meaning ” there is light,” reflects the town’s rich Native American heritage. The fertile soil and abundant resources attracted early settlers, who primarily engaged in farming and trade.
One of the significant milestones in Osseo’s history was the arrival of the Great Northern Railway in 1881. The railway transformed Osseo into a vital transportation hub, facilitating the movement of goods and people and contributing to the town’s economic growth. The Osseo Depot, built during this period, remains a historic landmark and a reminder of the town’s pivotal role in regional development.
In 1898, Osseo saw the construction of its first public school, a testament to the community’s dedication to education. This one-room schoolhouse laid the foundation for what would become a strong educational tradition. Today, the Osseo Area Schools district is renowned for its commitment to academic excellence and community involvement.
The early 20th century brought further advancements to Osseo. The establishment of the Osseo Creamery in 1910 provided local dairy farmers with a place to process and sell their products, boosting the local economy. The creamery quickly became a gathering place for residents, fostering a sense of community and shared purpose.
In 1921, the Osseo Village Hall was constructed, serving as the center of civic life. This historic building hosted town meetings, social events, and even theatrical performances, reflecting Osseo’s vibrant community spirit. The Village Hall continues to be a cherished part of the town’s heritage.
Osseo’s commitment to preserving its history is evident in its well-maintained downtown area, which features a blend of historic buildings and modern amenities. The town’s annual events, such as the Osseo Lions Roar Days, celebrate this heritage with parades, live music, and family-friendly activities. These events bring the community together and attract visitors from surrounding areas.
Today, Osseo continues to thrive as a welcoming community with a strong sense of identity. Its blend of historical charm and contemporary conveniences makes it an ideal place to live, work, and visit. In Osseo, MN, the legacy of the past meets the promise of the future, creating a community that values its roots while embracing new opportunities.