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.
Your Trusted Medicare Specialists
near Princeton, 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 Nowthen 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 Princeton, MN, we are proud to serve the Medicare community in and around Princeton. 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
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 Albertville
Explorers first came to the Princeton area looking for pine in 1847. What they found was a vast forest of white pine. Timber crews followed and the logging business got started.
The first house built in this area was in 1849. It was a shanty used as a stopping place and was under a big elm on the river bank northeast of the present 1st Street and 4th Avenue. The next shanty and first real place of entertainment was built in 1854. A short time later it passed into the hands of A. B. Damon, who is regarded as the first permanent white settler.
Princeton was named in honor of John S. Prince, who built a sawmill in St. Paul in the early 1850’s to manufacture lumber from the many white pine logs coming from this area. The village of Princeton was laid out and platted in the winter of 1855 by Samuel Ross, James W. Gillam, Dorilius Morrison, John S. Prince, and Richard Chute. Although the village plat was recorded on April 19, 1856, in Benton County, the village was at first a part of the township and was not separated until March 5, 1877. In 1858 the ten southern townships of the present Mille Lacs County were known as Monroe County and Princeton was therefore originally in that county. When Mille Lacs County was organized in 1860, the county seat was established in Princeton, where it remained until 1920.
Community pride continues in Princeton. In the spring, summer, and fall months, the streets and businesses are bustling with people, various festivals, a weekly farmer’s market, and so on. During the winter season, the City sparkles with lights and decorations. Although Princeton continues to grow and progress with the times, it still retains its friendly small-town spirit.