West Valley
20542 N. Lake Pleasant Rd. #119, Peoria, AZ 85382
East Valley
2330 W Ray Rd. #3, Chandler, AZ 85224
(480) 466-7070
Give us a call!
Client Relationship Report
20542 N. Lake Pleasant Rd. #119, Peoria, AZ 85382
2330 W Ray Rd. #3, Chandler, AZ 85224
Give us a call!
Client Relationship Report
Strategic Income Group can help you overcome your most challenging financial obstacles and show you how to build a brighter financial future.
We do this by walking you through the Three Phases of Wealth, a financial planning process developed by our very own Michael Gauthier, CFP®.
The Three Phases of Wealth financial planning process includes steps to help you:
Our top-notch team of professionals have the experience it takes to evaluate all aspects of your situation and guide you to the most beneficial solutions.
How do we evaluate all aspects of your situation? As a client of Strategic Income Group, we utilize the most comprehensive financial planning softwares available in the industry. Our technology suite allows us to bring together account assets and information so that we can track financial progress against goals. In addition, when you hire us to manage your investments, we’ll provide you access to your financial planning portal – a convenient way to access all of your financial plan so that we can work together as a team.
Additionally, we offer a multitude of services so that you can sit back, relax, and know that we have you covered.
We have a fiduciary responsibility to look after your interests, not our own. It’s all about you, our client, and we’ll fight to make sure you can make the most of your money.
If you’re struggling with your finances, or even if you think you need a small tune up, contact us today.
Simply fill out the form and one of our financial professionals will get in touch with you. We look forward to serving you!