|
|
|
| |
| Additional information |
| |
| Strategic Financial Group, Inc (SFG) |
| |
| |
Overview:
Strategic Financial Group, Inc. was founded in 1995 by Ivan Soto with the intention operating as a full service wealth management shop. Through years of development, growth, education, and team implementation, the company operates as such today. The Group consists of 5 wholly owned subsidiaries; Strategic Financial Wealth, Strategic Financial Insurance, Strategic Financial Real Estate, Strategic Financial Mortgage, and Strategic Financial Tax services. Each entity consists of an expert and experienced staff to assist with all needs. Additionally, Ivan and Alex Soto serve as comprehensive strategists expertly putting all the units together as well as doing so for a clients' portfolio. All clients have access to the comprehensive team and all our services.
In addition to comprehensive planning, the Group and all its subsidiaries maintain that no proprietary relationships exist with companies or products. This is to help ensure that the products and services being offered to clients and businesses alike are in fact the best suited and available to meet the clients' needs and aims to avoid selling practices based on rewards. Our effort is to sit on the same side of the client every step of the way and always put their needs above all else. The open platform, comprehensive or holistic approach, and great experience help accomplish this.
The Group and all its members understand that a person or companies financial picture are comprised of all of the above plus additional items. Not only can we assist with the planning and products, we also assist with the management and execution of those items as well. Whether it involves analyzing a home purchase, setting an income strategy for retirement, buying a new car or windows for your house, financing any of those items, or insuring them against loss, the company and its employees are at your service and are ready, willing, and able to assist. It is our belief that experience, understanding, and the ability to communicate the material in an understandable manner to a client serves as the best method for success on all fronts. Many companies attempt to operate under a full service location though very few can achieve it as it takes a tremendous amount of work, dedication, experience and education, as well as the willingness to do the right thing by each and every client. This is what the Strategic Financial Group, Inc. family swears by and will continue to do, serving our clients needs above all. |
|
 |
|
|
|
|
|
 |
|
 |
|
|
