We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome, we're Strategic Financial Group, LLC, a financial organization in St Louis, MO. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are common mistakes you can avoid when saving for retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tips on insuring your teen driver.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Calculating your potential Social Security benefit is a three-step process.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are you ready for retirement? Here are five words you should consider.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.