Why should you choose Strategic Retirement Group?

  • Independence.  We are an independent financial planning and investment management firm.  We are not beholden to any proprietary products or sales quotas and free to provide you with sound, impartial advice.
  • Experience.  Our firm has a 25+ year history of helping clients attain financial well-being.  All the advisors of our firm have advanced credentials in the investment and planning fields and proven, lengthy track records in the financial services industry.
  • Transparency.  We offer advisory relationships, through which our clients pay a straightforward fee for our services.  This type of relationship ensures that we prosper as our clients prosper and we sit on the same side of the table.
  • Comprehensive Financial Management.  We coordinate all aspects of your financial well-being from wealth growth to protection to distribution.
  • Investment Expertise.  In addition to our in-house CIMA®, CFP®, and AIF®, we also have access to a full team of investment research analysts to provide support to our investment decisions.
  • Personalized Customer Service.  You are never a number at our firm.  We treat each of our clients the way we'd like to be treated, as a valued member of our SRG family.
  • Relationship Focus.  We provide consistent communication, regular meetings, and accessibility to all of our clients.  We believe that building a relationship is at the heart of creating successful financial outcomes for our clients.
  • Security.  We adhere to strict client confidentiality agreements and do not share any personal client information with third parties.  Our processes include stringent data security and our RIA-broker/dealer is a Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
  • Simplicity.  We will partner with your professionals, or recommend professionals you need, in order to tackle all elements of your financial well-being.  We make pursuing your financial vision easy and enjoyable.


Couple taking a picture in a field


Reviewing charts during a meeting