Who We Are

…Custom Solutions for the Affluent

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 include:

Wealth Preservation and Transfer
Wealth Accumulation
Business Planning

Our Strategy

Through an Advisor-Centric support model, FSG will provide Objective Consultation in all aspects of: Comprehensive Wealth Management & Asset Protection” Our Strategy is to compliment our Partner firms by supporting their: Compliance, Marketing Initiatives, and Life Insurance Distribution Model

Our Carriers

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/