Welcome to Financial Strategies Group, LLP (FSG)

Our mission is to exceed client expectations in both service and performance. We accomplish this by using unique custom financial strategies. All clients’ solutions are tailored to meet their personal goals and objectives. FSG is chartered to support the Representatives by providing Estate and Business Strategies, Insurance Marketing and advice using a platform of advised choice.

Our Areas of expertise include:

Wealth Preservation and Transfer (Comprehensive Estate Planning, Asset Protection, Family Protection, Charitable Planning, Life Insurance Strategies and issues associated with a Long-Term illness)

Wealth Accumulation
(Qualified and Non-Qualified Retirement Planning and Retirement Distribution Strategies)

Business Planning
(Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits)

More details on zero estate tax planning, Click here