Deliberately different
The vast majority of financial advisors operate as individuals, even if there are multiple advisors in their office. We have chosen to take a deliberately different team approach.
Our clients benefit from multiple advisors collaborating on their financial plans. We each bring unique perspectives to the planning process and we believe our clients benefit from the diversity of thought.
"What happens if my advisor retires?"
This is a common concern for investors and financial planning clients, but one that rarely gets expressed. Our team approach allows us to answer this question up front - your advisor's retirement plan is another Strategic Financial Group advisor.