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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.

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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

Protecting your retirement plan

by Amber Idleman on Oct 19, 2018

 To say that the stock market has been volatile over the last few weeks would be quite an understatement!  The S&P 500 peaked at 2,940.91 on September 21st and dropped to 2,710.51 on October 11th; a decline of 7.5% in three weeks.  The Dow Jones Industrial Average decline happened in an even shorter period.  It peaked at 26,951 on October 3rd and dropped to 24,900 on October 11th.  A decline of 2,051 points or 7.6% in a week!  Granted, we have seen some recovery but we are still well off of the

the 2007; the last cycle peak.  Yet the value of the S&P 500 has nearly doubled during that period (187%!).  And the NASDAQ Composite has nearly tripled (280%!). 

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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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