Financial Planning
Overcome Financial Obstacles & Build a Brighter Financial Future.
At Strategic Income Group, we recognize that managing substantial wealth can be both a blessing and a challenge. As your wealth grows, so does the complexity of the decisions you need to make. Whether you’re too busy to manage the intricate details of your financial life or your wealth has expanded beyond your comfort zone, our team is here to help. Our founder, Michael Gauthier, CFP®, has developed the Three Phases of Wealth—a comprehensive financial planning process designed to simplify your financial life and help you achieve a secure and prosperous future.
Our Financial Planning Process
We guide you through each phase of wealth management, providing tailored strategies that address the unique needs of high-net-worth individuals and families. Click on each phase below to learn more
Our Financial Planning Process
- Create a working budget
- Appropriate insurance policies
- Personalize your estate plan
- Pay off debt
- Avoid expensive debt
- Build an emergency fund
- Proper savings goals
- Accumulate wealth
- Prepare for retirement
- Secure multiple income streams
- Determine appropriate Social Security
- Pension maximization strategies
How We Help
Our seasoned professionals use the latest financial planning technology to bring clarity and control to your complex financial life. By consolidating your account assets and tracking your progress against your goals, we make it easier for you to focus on what matters most. When you entrust us with your investments, you’ll gain access to a personalized financial planning portal, giving you a comprehensive view of your wealth and the confidence that comes from having a trusted team by your side.
Our Commitment
Our Commitment to You As fiduciaries, we are committed to acting in your best interests, helping you navigate the challenges and opportunities that come with substantial wealth. Our mission is to provide you with the expert advice and strategic insights you need to make informed decisions and optimize your financial future.
Additionally, we offer a multitude of services so that you can sit back, relax, and know that we have you covered.
