Family Matters
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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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.
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We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Learn MoreUnderstanding 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.
Helpful Content
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?