We are comprehensive wealth managers, not just investment advisors. What’s the difference? Well, true wealth management takes into consideration all aspects of our clients’ lives. This means gaining an in-depth understanding of all of your assets, liabilities, current and future life events and more. We use this information to help you capitalize on your opportunities and minimize your risks related to all aspects of your wealth.
Our advisors will then produce a personalized wealth management strategy for you, taking into account both your personal and your business assets and any unique opportunities or challenges related to your business. To develop and implement your personalized wealth management plan and related strategies, SFG has extensive access to resources, both in-house and external. This allows us to be unbiased and completely neutral when developing strategies and recommendations that are only in your best interest.
Retirement Plan Services
Strategic Financial Group, LLC 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.
Understanding your current financial position helps us determine current and future needs. We then recommend and provide the resources needed to achieve your business goals and put you in a stronger financial position.
We can’t see the future, but we can help you prepare for the unexpected, sudden or uncertain. Making sure you have the right protection and knowing your business risks will be mitigated provides security and peace of mind.
While many of our clients have built successful businesses, taking them to the next level can be a hurdle for some owners or executives. We help you to overcome these hurdles, giving you the resources needed to not only grow but to also manage that growth.
Many underestimate the impact technology has on their business. The right technology can help a business run more efficiently, reduce cost, create scalability, mitigate downtime and even reduce the risk of catastrophic loss.
Running a successful business can be overwhelming. Choosing the right partner to help take on vital administrative tasks can be critical. SFG advises companies and partners them with the right resources needed to effectively and seamlessly handle these needs.
Choosing the right employee benefits and benefit providers is essential to a business. Benefits play a major role in employee satisfaction and retention. Benefits packages also help keep a company competitive when it comes to employee acquisition. Candidates take into consideration the benefits a company offers as part of overall compensation.
Many businesses look to SFG for our business operations expertise. Operations are the heart of any organization, and proper management is the lifeblood. SFG works with businesses in these central areas allowing them to innovate, manage, and grow their business.
When you put your heart and soul into your life-long wealth investment, you want to make sure that, as you transition away, the business is taken care of and so are you. SFG has professionals who are qualified and have extensive knowledge in business succession. We will help you through this process; understanding the financial and tax implications and helping you get the most compensation you can from the succession.
As a business owner, you have many things to do aside from preparing your taxes or keeping your books. We understand this. StrategIQ Tax and Business Services can help free up your time so you are able to focus on managing and growing your businesses.
Strategic Financial Group, LLC ("SFG"), a registered investment adviser (RIA) registered at the federal level in the United States of America with the Securities and Exchange Commission, and StrategIQ Tax and Business Services, LLC ("STBS"), an accountancy firm registered with the Indiana Board of Accountancy, are affiliated entities under common ownership of Strategic Financial Group Holdings, LLC ("SFGH"). SFG and all companies which are affiliates of SFG (which are defined as SFGH or any company in which SFGH, directly or indirectly, has an ownership stake) sometimes are referred to as "IQ Companies™", the trade name of such affiliated company group. STBS is referred to sometimes as STBS or as its trade name StrategIQ Tax and Business.
STRATEGIQ™ AND STRATEGEQ™ SERVICES
The IQ Companies™ provide StrategIQ™ and StrategEQ™ services that include financial planning and investment advisory services, financial administration of employee pension plans and retirement plans, consulting in the field of planned giving for non-profit and charitable organizations, investment and trust company services, business management consulting and advisory services, and accountancy services, taxation planning, tax preparation, advice, information and consulting.
FINANCIAL PLANNING SERVICES; INVESTMENT ADVISORY SERVICES
The IQ Companies™ provide financial planning, wealth management and investment advisory services solely through SFG.
ACCOUNTING AND TAX SERVICES
The IQ Companies™ provide accountancy and tax preparation services solely through STBS. STBS provides accountancy and tax preparation services to individuals, businesses, trusts and other organizations, including clients of SFG.
Neither SFG nor STBS, nor any of the other IQ Companies™, provides legal services or is a law firm. No member, officer or employee of any IQ Companies™ that is a lawyer provides any legal services to any clients of SFG or STBS through any IQ Companies™ and no services to any clients of SFG or STBS provided by any such member, officer or employee of any IQ Companies™ that is a lawyer are, or shall be deemed, legal services of any type whatsoever by any IQ Companies™.
In the event that a client of SFG or STBS is or becomes a client of, or receives legal services from, any lawyer who serves as a member, officer or employee of any IQ Companies™, whether directly or through such lawyer’s law firm, (for example, in connection with a sale or reorganization of such client’s business or in connection with trust or estate related matters of such client,) all IQ Companies™ hereby disclaim any involvement in any legal services to any such client.