Products & Services

At Strategies Financial Group, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 529 College Savings Plan
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Calculators

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Money Management 
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance (Term and Permanent)
  • Long Term Care Insurance
  • Individual and Group (Employer sponsored) 
  • Health Insurance 

Employee Benefits

  • Retirement Plans (401(k), 403(b),
  • Profit Sharing, Money Purchase, etc.
  • Health Insurance Plans
  • Group Life, Disability, Long Term Care
  • Employer Sponsored 529 College Savings Plans