What To Expect
We understand that meeting with a financial advisor can feel intimidating, and you're likely wondering if it's just a sales pitch. At Strategic Financial Group, we don't believe in that approach. Our first meeting is not about selling; it's about understanding you.
We'll ask personal questions about your past and future goals to get to know you better. This is your meeting, so feel free to guide the conversation. Each first meeting is unique, setting the stage for future discussions.
After this, we’ll create a "Menu of Services" for our next meeting, explaining exactly how we would go about drafting your retirement plan. Think of this like a doctor needing your medical history before writing a prescription.
Our process is thorough, which is why we limit the amount of clients we take on each year. We want to give you our full attention. The first meeting is a "fit" session to determine if we're right for each other.
What We're Looking For
We’re looking for clients who:
- Value trust, service, and mutual respect.
- Treat others with kindness and respect.
- Empower us to do our best work for them.
- Have a household investable amount of $500,000 or more.
We hold ourselves to the same high standards, recognizing that our clients entrust us with their life’s work. This commitment led us to win the Grand Haven Tribune’s People’s Choice Award for Best Financial Planner in 2025. Schedule a meeting to find out why.
Our services don’t end after planning. We guide our clients into a lifetime of retirement advice.
What Existing Clients Experience
With decades of experience in the financial industry, we understand that the journey to financial independence is fluid and ever-changing. Our process adapts to your needs as your life evolves, providing personalized plans at every stage.
Our "Sequential FORMula" includes Wealth Management, Risk Management, Tax Planning, Legacy Planning, Cash Management, and Value-Added Services. What matters at age 62 will change by age 84, and we grow with you.
Much like a doctor who takes a holistic approach for the best outcome, we aim to be the first call for any financial question that our clients may have—whether it’s about taxes, inheritance, or large distributions.
If this sounds like the right approach for you, schedule a complimentary meeting below.
