Our Approach
At Financial Strategies Group, we focus on developing partnerships with our clients.
Our firm is led by a team of advisors. Each who offer a distinct and valuable dynamic in financial planning services.
Expect to have a different conversation with us than you might with some financial planning firms. That’s because we recognize that life is about more than just your finances—it’s about your values and your vision for the future.
If you’re looking for a long-term financial planning partner let’s talk.
Let’s talk
What We Do
Financial Planning
Your goals matter, and we're here to partner with you to help you achieve your version of a healthy, fulfilling life To reach your goals, you must begin with a plan. When it comes to financial plans, perhaps yours is just unfolding. Or you’re in transition. Or needing some guidance. Wherever you are in your planning process, we want to help you develop custom financial strategies that support your goals.
Retirement Planning
Whether you have just started saving for retirement or you are trying to decide when is the best time to retire- Let us help you establish your legacy.
True retirement success is measured by your ability to leave a lasting legacy. Thoughtful retirement and wealth transfer plans ensure that the wealth you've worked hard to build not only supports your lifestyle but also benefits those who matter most to you
Planning for the Next Generation
Our Team has developed a Young Professionals Program that is tailored to the new investor.
Millennials face unique challenges, from the uncertain future of Social Security to rising education costs and mounting debt delaying major life milestones. However, young professionals have the advantage of starting early. By mastering money management, budgeting, and investing, they can build a strong financial future. The more you know, the more you grow.
Request an Appointment
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Location
500 Sawgrass Corporate Parkway
Suite 100
Sunrise, FL 33325
200 Ashford Center N.
Suite 400
Atlanta, GA 30338
Open Hour
Mon - Sat, 08.00 - 16.00
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Our Services
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Let's Talk!
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Location
500 Sawgrass Corporate Parkway
Suite 100
Sunrise, FL 33325
200 Ashford Center N.
Suite 400
Atlanta, GA 30338