The vast majority of financial advisors operate as individuals, even if there are multiple advisors in an office. We at Strategic Financial Group have taken a deliberately different team approach. This means our clients benefit from not one, but three advisors collaborating on their financial goals. We each bring unique gifts to the planning process and our clients really appreciate the diversity of thought from our team. Additionally, this approach solves an immediate concern that most investors have (yet do not always express) about their financial advisor: “What happens to my retirement, if my advisor retires first?”
