Protect, Save and Grow Your Financial Wealth

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Strategic Financial Group, Inc.


 
How You Can Create
 
Your Financial Model
 
 
 
Get the whole picture on how you can build your personal wealth and take control of your
financial future in the process. 
 
 
With extreme fluctuations in the current market, many investors are making decisions based on opinion, trends, emotion and online public advice.
 
  
 How about Eroding Factors?
The most obvious wealth eroding factors are:                                   
         
• Cost of living due to inflation
• Increased taxes
• Market fluctuation
• Disability and Health
• Death
• Creditors’ Claims
• Lawsuits
 
Some lesser-known wealth attrition factors:
 
• Technology changes – faster computers, LCD and plasma TV’s including High-definition as the standard in February 2009, cell phones that do everything – fuel efficient cars and on and on…
 
• Planned obsolescence – everything you own must be replaced eventually; the clothes you are wearing, the boiler in your home, your couch etc.
 
If possible, would you like to have improved protection from these elements and others we haven’t yet covered? 
 
 
 
Also to consider is that there may not be enough money to pay for Social Security in the future. 
 
Currently there are:
• Approximately 49 million people receiving some form of social security. 
• Approximately 80 million baby boomers about to enter retirement.
• 50 million Americans born from 1965-1979 known as Gen X.
• More then 70 million generation Y- those that haven’t reached 30 yet. 
 
In simple terms, this means there will be more people retired than working.
 
Have you factored this into your own retirement?
 
 So many questions. How about some answers!
 
The answers to all of these questions are as individual as you are. We educate you on building your wealth without restrictions of predetermined needs and aspirations while focusing on savings, growth and protection.
 
What if you could keep your hard earned money doing what you really want, like traveling around the world?  How about spending more time with your family and grandkids?
 
How about having money left over to spend without the fear of it running out before you do? 
We all have to pay taxes, but if you didn’t, how differently would you live your life?
 
We’ll work with your current assets and cash flow. That’s our main objective.
Including:
 
• Helping to build long-term wealth
• Lowering or keeping the same risk tolerance
• Increasing protection against asset eroding factors
 
Interested? You’ll get a no-cost consultation that could change the way you think about your money today and in time to come. Call us today. 
 
You’re in charge of your future.  Let us help educate you in an unbiased way. 
Be empowered to make the choices that are appropriate for you and your family.
Keep your hard earned money doing what you really want. 
Will you be fortunate enough to be prepared? It’s up to you.
 
Dedicated to helping you insure your future,
 

Jim Oliver

President

 

 

No Additional Out-of-Pocket Outlay!
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Payment

How much would your monthly lease payment be?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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