The StrategIQ Difference

WE LISTEN… And that is what our clients love about us. We get to know you, not only financially but personally. A detailed understanding of your goals and concerns helps us to better develop a holistic, wealth management plan. Be at ease knowing that we are focusing on your specific needs. We are like family to our clients, and we treat them as such. Through personal passion and integrity, we build trust with our clients. As a fiduciary, we will always put your best interests ahead of our own. Our client retention is a testament to our adherence to these principles.


Give us just a little bit of your time to discuss your goals, aspirations and needs – to talk about where you are now financially and where you want to be. After our conversation, we are confident that you’ll understand why our clients partner with us in their financial journey - and why you will want to as well.

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StrategIQ for Individuals

You’re unique!

As you progress through life, protecting and growing your wealth takes an approach that is unique to you, your goals and your situation. Financial planning for our clients means customization – not shortcuts, standardized methods, or a universal formula. Getting you to where you want to be, now and in the future, requires a personalized solution.

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StrategIQ for Business

Your business is unique!

Whether your business is a successful startup or a mature enterprise, or you’re a founder, a business head, an executive or a key manager, your objectives and management requirements are unique to you and your organization.

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The Benefits of StrategIQ

Integrated and Team Approach to Financial Planning and Wealth Management

A comprehensive approach to financial planning that assesses a variety of factors which affect your financial position, and a team approach with the capacity of bringing to bear the necessary resources required to manage, grow and protect your wealth.

Client Service That Is Proactive and Not Reactive

Our extraordinary client retention is a result of holistic wealth management and specialized client service provided real-time and as you need it.

A Real Fiduciary Responsibility

Recommendations based solely on your best interest.

A Foundation of Success

SFG was founded over 20 years ago on the principles of comprehensive planning, true teamwork, specialized knowledge and advice, commitment to continued education, and best of breed strategies.

Tools You Can Use

You’re always in the know. Our intuitive online platform gives you easy, customized and timely access to your financial information.

Our Services

For Individuals

Financial Position

A summary of your true financial standing and what it means for you. Learn More

Protection Planning

Determining your risk exposure and planning for the unplanned. Learn More

Investment Management

The right investment strategy means the right path to success. Learn More

Tax Planning

Make the tax code work for you and not the other way around. Learn More

Retirement Planning

Achieving financial independence - when you want and how you want. Learn More

Estate Planning

Make sure your beneficiaries are taken care of according to your plan. Learn More


For Businesses

Retirement Plan Services

We help improve the effectiveness of the retirement plan for owners, managers and other employees, and manage the employer’s liability. Learn More

Business Operations

Solutions to help operate for greatest efficiency. Learn More

Business Administration

Optimizing for greater performance and retention. Learn More

Technology

Is your company’s technology a help or a hurdle? Learn More

Business Growth Issues

Taking your business to the next level? We can help. Learn More

Business Succession Planning

Making sure the interests of you and your family are taken care of when your business changes owners. Learn More

Accounting & Tax Compliance

From preparing your taxes or keeping your books, STRATEGIQ Tax and Business Services help free up your time so you are able to focus on managing and growing your businesses. Learn More


Click here for a complete list of Services for Business

StrategIQ Insights

It is a good time to be an American tourist in Europe. Earlier this month, the euro briefly dipped below parity with the dollar for the first time in two decades. But there is no need for Americans to confine their travels to Europe. Almost everywhere in the world is cheap for them these days. This year the dollar is up by 15% against the yen, 10% against the pound, and 5% against the yuan. Why?
As a nursing student decades ago, my first summer job was taking care of an older lady at her home. My employer was her daughter, who had taken her mom in to live with her. Due to a major stroke, the mom didn't speak, except for a rare "yes" or "no." My job as a home care worker was to read to her (the Bible only), help her to the bathroom, walk her a short distance outside, and get her in and out of bed. She had a walker and wheelchair. I kept her company and did small chores while her daughter was away from the house...
Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season. The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The Nasdaq Composite index jumped 3.33% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, advanced 3.54%.