RETIREMENT PLAN SERVICES

Plan Sponsors

Strategic Financial Group, LLC (“SFG”) provides objective assistance to retirement plans with the design, implementation and monitoring of a reliable documentation process based on prudent oversight and due diligence. Our qualified professionals improve the effectiveness of the retirement plan for owners, managers and other employees, and manage the employer’s liability.

RETIREMENT PLAN SERVICES

Plan Participants

We work with all participants to help guide their long term investment goals, including the definition of investment time-horizon and goals, tolerance for risk and general diversification standards. Equipped with professional guidance, employee participants confidently embrace the importance of consistently saving during their employment to achieve their version of financial success during retirement.

RETIREMENT PLAN SERVICES

Our Advantages

We show up! Year after year, we work directly with participants on an individualized basis and take the time, in a setting that is conducive to elicit frank discussions, to help them understand market movement and the decisions that produce good outcomes.

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RETIREMENT PLAN SERVICES

Participant Education

We counsel employees on strategies for successful retirement plan outcomes. Click on the box below for several examples.

Examples

RETIREMENT PLAN SERVICES

Your Plan

We work with all participants to help guide their long term investment goals, including the definition of investment time-horizon and goals, tolerance for risk and general diversification standards. Equipped with professional guidance, employee participants confidently embrace the importance of consistently saving during their employment to achieve their version of financial success during retirement.