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
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.
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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Weekly Market Commentary
Your source for updated market and economic news.
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Blog
March Madness
The NCAA men’s basketball tournament brackets are a perfect analogy to use in selecting your company 401(k) retirement plan mutual funds.
It’s OK to be wrong; it’s not OK to stay wrong!
Are you staying in stock mutual funds when you should not be in the market? Are you staying in a stock mutual fund that is under performing? Do you know what the best performing asset classes were in the 4th quarter of 2018? For most 401k company sponsored plans it was cash and bonds.
Protecting your retirement plan
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%!).