5 Step Planning Process Strategic Financial Group has a 5-step planning process to build a comprehensive, holistic plan designed just for you. 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 […]
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Mark Triplett | May 5, 2021 If you had unlimited resources and access to a saving account with the following characteristics how much money would you attempt to save in an account that: You can contribute money on a pre-tax basis Then grow your contributions tax-deferred And finally, access the […]
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