Welcome to Financial Strategies Group. Our site will give you a wealth of information about our capabilities and how we can help you reach your financial goals. Here, we offer a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation with Financial Strategies Group.

We will help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with Financial Strategies Group to pursue your financial goals.

We are here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit often. Be sure to add Financial Strategies Group to your list of "favorites" in your Internet browser. Information is updated frequently and we wouldn't want you to miss any developments in the area of personal finance.

Meet Our Team

Blake C. Adams

Registered Representative

Blake moved from the Westbank to attend University of Louisiana at Lafayette in 1996 where he earned his Bachelor's Degree in English Education and later achieved a Masters of Business Administration.

Hanna Clark

Client Service Assistant

Hanna's goals are to ensure that all operational activities for client accounts run smoothly and that everyone receives the highest level of service possible.

Amber Idleman

Marketing Assistant

Amber transitioned from a career in Radio Broadcasting as a Marketing Specialist for National Advertisers to the Marketing Assistant at Financial Strategies Group.

Are You Retirement Ready?

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At Financial Strategies Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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Blog

The plan we would rather avoid

by Amber Idleman on Aug 6, 2018

Most people do not want to be a burden on their spouse or children. I strongly urge everyone to start planning for this now to eliminate or ease that potential burden.
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Retirement

by Amber Idleman on May 3, 2018

Most of us save money for our retirement days as there are fewer and fewer pension plans in place, particularly in the private sector.  Which of course means that we will rely on Social Security and our accumulated savings to provide an income after we are no longer employed.  So, I would like to share some thoughts on increasing the chances for a successful retirement.  And by that, I mean a retirement where you can maintain your lifestyle without the fear of running out of money.

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Warning Signals

by Amber Idleman on Apr 10, 2018

If you have any money invested in the stock market, whether through individual stocks or mutual funds you are aware of the recent market volatility. This is quite a bit different from 2017 when most of the year was smooth sailing.  Does that mean you pull out of the market completely?  Or ride it out no matter what?  Neither one may be the answer right now. 

We look at a number of indicators to assess risk in the market and lately they have been flashing caution signals.  So, what does that mean?

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