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Resources

Giving Back

Strategic Income Group believes strongly in giving back to the community. One way we accomplish this is by providing free education. Take, for example, the Three Phases of Wealth.

Resources

Strategic Income Group believes strongly in giving back to the community. One way we accomplish this is by providing free education. Take, for example, the Three Phases of Wealth.

Phase I: The Foundation Phase

Build a solid foundation by accomplishing essential steps one by one.

Phase II: The Accumulating Wealth Phase

Start investing for retirement to build a brighter future.

Phase III: The Strategic Income Phase

Begin taking retirement account distributions and drawing from other sources of income.

Truth in Financial Planning

The free education doesn’t stop there. Michael also has developed TruthinFinancialPlanning.com, a Christian-based personal finance website full of resources to help empower stewardship. Here are a few of the unique features of Truth in Financial Planning:

Truth in Financial Planning is all about giving Christians the tools they need to be financially successful.

At Strategic Income Group, we care about our clients and our community at large. We want to give back in extraordinary ways as our way of saying “thank you” for putting your trust in us.

Blog

The Truth in Financial Planning Blog pulls together financial experts to answer pressing financial questions and address important issues.

Speaking

Truth in Financial Planning trains and equips speakers to talk to church congregations and other groups.

The Three Phases Of Giving

Truth in Financial Planning has a framework for giving that is taught alongside the Three Phases of Wealth.

Newsletter

Truth in Financial Planning’s Free Newsletter (sign up on the blog) helps people stay encouraged and gives them excellent financial tips. It’s also tailored to each of the Three Phases of Wealth.

Client Relationship Summary

Client Relationship Summary

ADV Form

Strategic Financial Organizer Forms

  • If your parents were to pass away, would you know where to find all their financial information?

  • If you were to pass away, would your spouse or children know where to find all the financial information?

  • If the answer is “no” to either of these questions, Strategic Income Group has the solution for you.

Paid Offering:

Strategic Financial Organizer Service

At Strategic Income Group, we offer something called the “Strategic Financial Organizer Service.” This service includes an in-home meeting with one of our financial advisors.

During these meetings, we help clients gather all the information and documents they need. Then, we organize this information into a high-quality leather-bound binder. We then explain everything in the binder and allow clients to order multiple copies for family members.

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Free Offering:

Strategic Financial Organizer Forms

We realize that not everyone lives close to our office or cares to have us prepare their financial information. We want to help those people, too.

That’s why we are now offering the Strategic Financial Organizer Forms to you free of charge. You can download, print, and fill them out at no charge from Strategic Income Group.

These forms can help you or your parents organize all your important financial information in one place. Here’s a list of forms you’ll receive:

  • Personal Information
  • Key Contacts
  • Income Information
  • Expense Information / Additional Service Providers
  • Assets Information
  • Liabilities Information
  • Insurance Information
  • Current Prescriptions
  • Medication Chart

We believe these forms will make a huge difference for family members during the loss of a loved one.

But we believe the forms alone are not enough. Our goal is to provide you with the financial education you need to make appropriate financial choices – whether you’re a client of Strategic Income Group or not.

That’s why we’re asking that you sign up below for our Strategic Income Group Newsletter. We’ll send you an email with a download link for the Strategic Financial Organizer Forms. We’ll also send you educational emails you can use to forever change your financial future.

Please take a few seconds to fill out the form below. Enjoy your free Strategic Financial Organizer Forms!

Fill Out The Form To Receive Free Offer!