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FREE Reports

8 Things You Must Know Before Buying an Annuity

Considering an annuity? What are the pros and cons? This report details some of the most important things you’ll need to consider before purchasing an annuity.

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Alternatives to Certificates of Deposit – Combating Historically Low Interest Rates

Frustrated with low rates? Looking for alternatives? Request this free report to learn about your options!

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Diversification – Are Your Assets Diversified With Your Taxes in Mind?
 

Many investors fail to consider the importance of reducing taxes. This report will share with you one overlooked element in diversification – taxes!

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Are You Taking Unnecessary & Unwanted Market Risks?

Riding the stock market roller coaster? Wondering if you need to be? This free report will share some important considerations in reducing risk within your portfolio.

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9 Common Mistakes Investors Make With Their 401(k)

Rolling over a 401(k)? Changing jobs? Don’t make these common 401(k) mistakes!

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Common Beneficiary Mistakes
 

This report details some of the most common mistakes people routinely make when naming beneficiaries. Think you’ve got it figured out? Don’t think it could happen to you? Request this report today!

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Understanding the difference between accumulation and distribution

Thinking about retirement? Already enjoying retirement? Many retirees routinely overlook one serious risk facing them when it comes to taking income from their portfolio. This report highlights this risk and breaks down the difference between accumulation and distribution.

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Cost of Long Term Care Survey

 

Wondering how much long term care is in your area? The first step in planning is to get your hands on the most recent Cost of Care Survey which details the costs for each of the different 50 states. Request this survey today!

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Financial Advice Amidst the COVID-19 Pandemic:
Frequently Asked Questions

Discover the answers to these most commonly asked questions about COVID-19 and your finances including what it is, how it might impact the economy, and more.

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Please fill in your information below and select the reports you are interested in.

(616) 935-7400

Grand Haven
16964 Robbins Rd. Suite 100A
Grand Haven, MI
49417

Grand Rapids
3358 Eagle Run Drive NE Suite #4
Grand Rapids, MI
49525

 

sg@strategicfg.net

Chris Tanke, Eric Gritter, and Stephanie Greene are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Strategic Financial Group and USA Financial Securities are not affiliated.

Chris Tanke, Eric Gritter, and Stephanie Greene are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Chris Tanke: MI), (Eric Gritter: MI), and (Stephanie Greene: MI). For investment advisory services these states include: (Chris Tanke: AZ; CO; FL; IN; MI), (Eric Gritter: IN; MI), and (Stephanie Greene: MI). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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