Our Firm
According to a recent Wall Street Journal article* and a new client survey by Prince and Assoc. . . . .
“81% of investors with one million or more in investible assets plan to take money away from their current advisor.”
*Wall Street Journal, Oct 2, 2008 – “Wealthy Investors Stage Revolt against Advisors”
You certainly don’t have to have a million dollar portfolio to wonder if your retirement plan may possibly benefit from a new approach or second professional opinion. It’s a brave new financial world out there. Clearly, many investors are questioning the wisdom of staying with what didn’t work during recent years.
So, what is it about Strategic Financial Group that would cause our clients to stay with us?
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At SFG our clients know that as an independent firm our allegiance is with them, and not as a captive advisor at an investment bank, brokerage house, insurance company, or franchise that we work for -
At SFG our clients appreciate our insistence that their financial future does not rest on portfolio management alone, but must also include asset preservation planning and taxed advantaged distribution strategies, estate transfer concepts, and the proper placement of insurance as appropriate
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At SFG our clients have been educated and empowered through our use of the
Asset Cycle Portfolio System® by which they have the ability to gain a greater confidence and understanding of their holdings -
At SFG our clients benefit from the depth of financial, legal, and tax planning wisdom we provide via the professional synergy and coordination we have developed through our association with trusted Estate Planning Attorneys and CPAs
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At SFG our clients have long outgrown advisors who have mainly focused and “chased market returns” – they have embraced the full range of services we can provide through our Financial Wellness Initiatives™
Strategic Financial Group is the Firm you’ll keep! Call us today @ (616) 935-7400 or Toll-Free (866) 252 - 1714, or by emailing us at ct@strategicfg.net to schedule your complementary Financial Wellness Checkup here at our offices.
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| Weekly Economic Update - 4.9.12 |
UNEMPLOYMENT FALLS TO 8.2%
That good news was tempered by some disappointments. The U.S. economy only managed a net gain of 120,000 non-farm jobs in March; analysts were hoping for a gain of at least 200,000. |
| Weekly Economic Update - 4.2.12 |
HIGH GAS PRICES DON’T DENT PERSONAL SPENDING
Consumer spending increased by 0.8% in February, even with fuel prices soaring. That topped the 0.6% gain projected by economists polled by Reuters. February’s inflation-adjusted gain was 0.5%, the largest in six months. |
| Weekly Economic Update - 3.26.12 |
HOUSING MARKET COOLS DOWN IN February
Nationally, home sales took a step back last month. |
| Weekly Economic Update - 3.19.12 |
PRICES Rise Most In TEN MONTHS
Consumer prices were up 0.4% in February according to the Commerce Department, yet core inflation rose only 0.1%. |
| Weekly Economic Update - 3.12.12 |
227,000 NEW JOBS, BUT JOBLESS RATE STILL AT 8.3%
While unemployment levels remained unchanged in February, Labor Department data showed that nonfarm payrolls expanded by more than 200,000 positions for the third straight month. |
This debt clock, provided by WidgetBox, is for general information purposes only. The national debt number is received from the US Treasury and the population data from the US Census. We make no representation as to the completeness or accuracy of this information.
