Family Matters
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn MoreStrategy
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 MoreTeamwork
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 Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.