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 St. Francis, 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 St. Francis, MN, we are proud to serve the Medicare community in and around St. Francis. 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 St. Francis
St. Francis, MN, has a rich history that dates back to the mid-19th century. The city was named after St. Francis of Assisi, reflecting the early settlers’ religious heritage and their appreciation for the natural surroundings. St. Francis was initially a small settlement that grew steadily due to its strategic location along the Rum River, which provided essential resources and transportation routes for the early inhabitants.
The first settlers arrived in St. Francis in the 1850s, drawn by the fertile land and abundant natural resources. The early economy was primarily based on agriculture, with settlers cultivating the land and establishing farms. The Rum River played a crucial role in the community’s development, serving as a vital waterway for transporting goods and connecting the settlement to other areas.
St. Francis was officially incorporated as a village in 1887. The incorporation marked a significant milestone in the city’s history, providing a structured framework for governance and development. Over the years, St. Francis evolved from a small agricultural community into a more diverse and vibrant city. The construction of schools, churches, and businesses facilitated growth and attracted more residents to the area.
The community of St. Francis has always been closely-knit, with a strong emphasis on family values and civic engagement. Various community events and festivals have been a staple in St. Francis, fostering a sense of unity and pride among residents. These events celebrate the city’s heritage and provide opportunities for residents to connect and participate in communal activities.
In recent decades, St. Francis has continued to grow and modernize while preserving its historical roots. The city offers a blend of rural charm and modern amenities, making it an attractive place for families and individuals seeking a balanced lifestyle. The local government has focused on enhancing infrastructure, education, and recreational facilities to meet the needs of the growing population.
Education has always been a priority in St. Francis, with the establishment of several schools over the years to serve the community’s youth. The city also boasts numerous parks, trails, and recreational facilities, providing residents with ample opportunities for outdoor activities and relaxation.
Today, St. Francis stands as a testament to its rich history and dynamic growth. The city’s commitment to preserving its heritage while embracing progress ensures that it remains a vibrant and welcoming community for future generations.