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Our Services

The Strategic Financial Group has access to a diverse portfolio of financial products and services designed to meet the needs of large corporations or institutions, as well as the individual investor just beginning to plot his/her course to financial freedom. Offerings include:

  • Retirement and Estate Planning
  • College Funding Strategies
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Business Insurance
  • Individual Life Insurance
  • Annuities and Mutual Funds
  • Small Business Products and Services
  • Small and Large Group Benefit Insurance
  • Property and Casualty Insurance
  • Socially Responsible Investing