Strauss Financial Group, Inc. opened its doors in 1988 as an independent, boutique financial advisory firm with one objective-to work for only one boss-you, our client. Creating and Preserving Wealth for Generations is our mission, and we do this by offering objective and personalized financial advice, open communication, and unsurpassed service.
As a fee-based Registered Investment Advisor, Strauss Financial Group operates under a fiduciary standard, which means that all advisors must exhibit the highest form of trust, honesty, and integrity. With vast experience and a relationship-driven philosophy, SFG has helped clients to reach their financial goals and achieve peace of mind, acting as their resource and guide through life's journey.
As a fee-based Registered Investment Advisor, Strauss Financial Group operates under a fiduciary standard, which means that all advisors must exhibit the highest form of trust, honesty, and integrity. With vast experience and a relationship-driven philosophy, SFG has helped clients to reach their financial goals and achieve peace of mind, acting as their resource and guide through life's journey.
Services
Registered Investment Advisor, Strauss Financial Group, Inc. is proud to be celebrating over thirty years in business with a mission to Create and Preserve Wealth for Generations. We are honored to commemorate this landmark achievement as it represents our resilience in an ever-changing industry and the trust and personal relationships that we have developed over the years.
Our purpose is to help you answer the #1 question for most retirees - how much will it take to retire, and how will you pay for it? Our retirement planning goals include creating an accumulation and distribution strategy that will provide a steady stream of income that will allow you to live comfortably for the remainder of your life.
Divorce can be an emotional rollercoaster, and one of the most challenging events of your life. Unfortunately, during this major life change, it is also a time when you need to stay level-headed and make good financial decisions. What you decide during this time will directly impact your life for years to come.
Unexpected change can leave you feeling overwhelmed and anxious about your financial situation. Losing a spouse or parent can be one of the most difficult and overwhelming times in your life. Major life events like this can change your perception of money, and life itself. The ability to make wise decisions may be diminished initially when most needed, and often you don't know where to start.
Reviews (2)
Lynn Peace Marino
Sep 17, 2019
Report
Bear Burnett
Aug 22, 2019
Report
I think we can all agree that there is nothing that requires more trust than an individual or company responsible for managing your money (future)...These guys treated me like family and genuinely LISTENED to the future I wanted for my family and more than accommodated the foundation to which I could begin building such future.
