Our Services

[mk_page_section layout_structure=”full” bg_image=”http://108.167.180.196/~mcpilot/wp-content/uploads/2014/12/Cons-1.jpg” attachment=”fixed” bg_position=”center center” bg_repeat=”repeat” bg_stretch=”true” parallax=”false” parallax_direction=”vertical” bg_video=”no” mask=”false” mask_opacity=”0.6″ expandable=”false” padding=”20″ full_height=”false” full_width=”true”][vc_column width=”1/1″][mk_padding_divider size=”40″][mk_fancy_text color=”#393836″ highlight_color=”#ffffff” highlight_opacity=”0.5″ size=”50″ line_height=”34″ font_weight=”bold” margin_top=”0″ margin_bottom=”18″ font_family=”none” align=”center”]OUR SERVICES[/mk_fancy_text][mk_padding_divider size=”40″][/vc_column][/mk_page_section][vc_row fullwidth=”false” attached=”false” padding=”0″][vc_column width=”1/1″][mk_padding_divider size=”40″][mk_fancy_title style=”alt” tag_name=”h2″ border_width=”5″ size=”30″ line_height=”24″ color=”#393836″ font_weight=”inherit” letter_spacing=”0″ font_family=”none” margin_bottom=”10″ align=”left”]Investment Advisory Services[/mk_fancy_title][vc_column_text]It is important to us that we not only propose a diversified portfolio based on our client’s goals, time horizon, cash requirements, and risk tolerance, but that we also provide assistance with implementation at every stage of the investment process according to the client’s needs. We then monitor our clients’ investments and as necessary, make recommendations on adjustments to ensure the portfolios remain on target with set goals.[/vc_column_text][/vc_column][/vc_row][vc_row fullwidth=”false” attached=”false” padding=”0″][vc_column width=”1/1″][mk_padding_divider size=”40″][mk_fancy_title style=”alt” tag_name=”h2″ border_width=”5″ size=”30″ line_height=”24″ color=”#393836″ font_weight=”inherit” letter_spacing=”0″ font_family=”none” margin_bottom=”10″ align=”left”]Income Tax Planning and Preparation[/mk_fancy_title][vc_column_text]We believe that the importance of tax planning is not simply to ensure that tax payments are made accurately and on-time, but to also ensure that all aspects of our clients’ finances are managed harmoniously to optimize tax savings. Income tax planning can be as simple as determining the appropriate amount to withhold or as complicated as a multi-year plan incorporating an itemized deduction plan or stock option planning.[/vc_column_text][/vc_column][/vc_row][vc_row fullwidth=”false” attached=”false” padding=”0″][vc_column width=”1/1″][mk_padding_divider size=”40″][mk_fancy_title style=”alt” tag_name=”h2″ border_width=”5″ size=”30″ line_height=”24″ color=”#393836″ font_weight=”inherit” letter_spacing=”0″ font_family=”none” margin_bottom=”10″ align=”left”]Financial Independence[/mk_fancy_title][vc_column_text]At Financial Strategies Group, we focus on financial independence planning for our clients, rather than planning for a set retirement date. Once our clients achieve such independence, they then have the flexibility to decide whether they prefer to continue working at their current position or would like to explore other business opportunities. Having financial freedom is allowing our clients to rethink retirement in accord with their personal ambitions.[/vc_column_text][mk_padding_divider size=”40″][/vc_column][/vc_row][vc_row fullwidth=”false” attached=”false” padding=”4″][vc_column width=”1/1″ bg_color=”#ffffff”][vc_row_inner][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”1/2″][vc_video link=”https://vimeo.com/118513567″][/vc_column_inner][vc_column_inner width=”1/4″][/vc_column_inner][/vc_row_inner][mk_padding_divider size=”40″][mk_fancy_text color=”#393836″ highlight_color=”#000″ highlight_opacity=”0″ size=”30″ line_height=”34″ font_weight=”bold” margin_top=”0″ margin_bottom=”0″ font_family=”none” align=”center”]CONTACT US TODAY TO SETUP YOUR CONSULTATION[/mk_fancy_text][mk_padding_divider size=”10″][mk_button style=”flat” size=”large” bg_color=”#444444″ txt_color=”#fff” outline_skin=”#444444″ outline_hover_skin=”#fff” icon=”theme-icon-email” url=”/contact” target=”_self” align=”center” margin_bottom=”0″ infinite_animation=”pulse”]CONTACT US[/mk_button][/vc_column][/vc_row][vc_row fullwidth=”false” attached=”false” padding=”0″][vc_column width=”1/1″][mk_padding_divider size=”40″][mk_fancy_title style=”alt” tag_name=”h2″ border_width=”5″ size=”30″ line_height=”24″ color=”#393836″ font_weight=”inherit” letter_spacing=”0″ font_family=”none” margin_bottom=”10″ align=”left”]Asset Protection[/mk_fancy_title][vc_column_text]The first step in asset protection is ensuring our clients have appropriate levels of coverage. Financial Strategies Group provides a needs analysis to identify deficiencies in our clients’ existing coverage. We then work with either your insurance professional or one of our preferred insurance consultants to recommend appropriate coverages.

For clients with more complex financial situations and assets, entity planning, such as trusts or family limited partnerships, can be appropriate and useful. Financial Strategies Group will not only review appropriateness of such strategies but will also work with the client’s attorney. If the client does not have an estate-planning attorney, a Financial Strategies Group can make a referral.[/vc_column_text][/vc_column][/vc_row][vc_row fullwidth=”false” attached=”false” padding=”0″][vc_column width=”1/1″][mk_padding_divider size=”40″][mk_fancy_title style=”alt” tag_name=”h2″ border_width=”5″ size=”30″ line_height=”24″ color=”#393836″ font_weight=”inherit” letter_spacing=”0″ font_family=”none” margin_bottom=”10″ align=”left”]Estate Tax Planning[/mk_fancy_title][vc_column_text]Planning for assets that will pass down to children, charities, and other beneficiaries requires strategic coordination to ensure tax-efficiency. Financial Strategies Group can coordinate this process from overseeing your estate plan to working with your attorney to managing the completion of new beneficiary designations. Financial Strategies Group remains a partner with our clients as life-changes occur that require a review of estate plans and will recommend appropriate modifications, if necessary.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/1″][mk_padding_divider size=”40″][vc_column_text]Financial Strategies Group does not receive referral fees from outside recommended professionals.[/vc_column_text][mk_padding_divider size=”40″][/vc_column][/vc_row]