Coordinated Services- These are services that FSG doesn't directly provide, but we are happy to recommend or coordinate with a professional to create a holistic plan that works for you.
Estate Planning
Estate planning is done for the efficient transfer of your assets if you pass away. Making sure a proper estate plan is in place helps to ensure that your wishes are being carried out, potentially for generations.
Insurance Planning
Insurance planning is a means of making sure you are covered if the unexpected happens. The advisors of Financial Strategies Group can help implement the insurance plan that is right for you to protect your income and assets.
Tax-Strategy
Everyone's favorite civil duty, paying taxes. Being strategic with your savings and investments is a good way to make sure you have control over your taxes both while you're saving and when you're retired.
FSG does not offer tax and/or legal advice.