West Valley
20542 N. Lake Pleasant Rd. #119, Peoria, AZ 85382
East Valley
2330 W Ray Rd. #3, Chandler, AZ 85224
(480) 466-7070
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Client Relationship Report
Our Services
Each of our services listed below are designed to help our clients achieve a greater degree of financial security.
Here’s a brief overview of each service and what you can expect:
Financial Planning
Financial Planning begins with us listening to your financial concerns, needs, and questions. Our goal is to find the best possible solutions that will take you from where you are to where you want to be.
Investment Management
Investment Management ensures your retirement and other investment assets are properly handled. Whether you are just starting to invest, are a long-time investor, or are seeking to start taking retirement distributions, allow our financial advisors to recommend portfolios that will work for your situation.
Estate Planning
Estate Planning ensures that your assets are properly transferred at your passing to your named beneficiaries and your will is carried out should you not be able to make critical decisions. Don’t let the government decide who gets what. Let your living will express your wishes. Learn how trusts and wills can help you leave a strong legacy.
Insurance Planning
Insurance Planning is designed to put in place appropriate insurance policies to transfer risk away from your financial assets. Secure your wealth by allowing us to complete detailed analysis of your insurance needs and provide policies tailored to your situation.
Tax Planning & Preparation
Proper tax planning is extremely important within your financial plan. By allowing Strategic Tax, LLC handle all of your Personal, Business, Bookkeeping, Payroll needs, allows us to not only make your life easier with “one-stop shopping” but also allows us to make sure that tax implications are taken into consideration for investment changes and other important decisions.
Estate and Trust Administration
Family situations are all unique and sometimes knowing who to appoint as your executor or Power of Attorney is not a simple answer. Our proud partner can help.
Send us a Message
Let us put your mind at ease. You’ve already taken the first step, learning where you are in the Three Phases of Wealth.
Take the next step and contact us today to discover all that Strategic Income Group can do for you.