…Custom Solutions for the Affluent

Welcome to Financial Strategies Group, LLP

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 Services

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Estate Planning

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Life Insurance

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Retirement Planning

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Business Planning

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Charitable Planning

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About Us

FSG is a national leader in the insurance industry with a long standing reputation for providing our clients with practical solutions and exceptional customer service. At FSG we provide customized solutions to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their Clients; CPA’s, and Attorneys.

Our Areas of Expertise:

Wealth Preservation
& Transfer

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

Wealth Accumultaion

(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)

Zero Estate Planning Video

Quotes or Applications

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Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org/ http://www.sipc.org/
BrokerCheck https://brokercheck.finra.org/

https://leadersgroup.net/conflicts-disclosures/ 

https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf

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