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:
- Create a working budget
- Put in place appropriate insurance policies
- Personalize your estate plan
- Pay off debt without using expensive debt consolidation companies
- Build an emergency fund you can rely on in case of a job loss or other financial burden
- Accumulate wealth through sound investments and proper savings goals
- Prepare for retirement by securing multiple income streams
- Determine appropriate Social Security and pension maximization strategies
- Set up a Strategic Reserve Account to control cash flow out of retirement accounts
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 invest in powerful tools like WealthVision. WealthVision is the software we use 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 Account View – a convenient way to access all of your investments with us in one location. For more information about WealthVision and Account View, click here to learn more!
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 below and one of our financial professionals will get in touch with you. We look forward to serving you!