GROW YOUR WEALTH

Whether you engage us for wealth management, retirement planning, or financial counseling the goal remains the same. We will eliminate the complexities of managing the wealth you have worked so hard to achieve and provide you a simple, easy to follow plan so you can focus on enjoying life.

FINANCIAL PLANNING

When it comes to your personalized financial plan, Wealth Strategy Group is your trusted planning partner. Whether it’s how to pay for your child’s college tuition, or questions about insurance, budgets, or tax strategies, we work with you to determine the best path forward for you and your loved ones.

Some areas your personalized financial plan will encompass are:

Budgets
Insurance
Estate Planning
College Savings Plans
Tax Strategies and Planning
Continuous Monitoring of Financial Health and Plan

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INVESTMENT ADVICE

Wealth Strategy Group leverages its experience in financial markets, government policy, and political risk analysis to create a focused plan that gives you the confidence to pursue your investment goals.

Our team will work with you to:

Analyze and understand where you are in your financial life and where you want to be given your unique circumstances
Design an investment plan for your money that takes into consideration current global political, financial, and economic events and trends
Implement and monitor your investment plan so it is informed by the latest local, national, and global developments

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RETIREMENT PLANNING

As part of our retirement planning services, we've created Route 2 Retire (R2R) to give you the tools to help you work toward your retirement dreams. By focusing on three key areas we deliver the confidence to help you get behind the wheel of your financial future.

First, We Educate - The R2R drivers manual takes the mystery out of the planning process and gives you a clear understanding of when, why, and how to prepare for retirement. Understanding the road ahead makes for a smooth more enjoyable ride.
Next, We Navigate - The roadmap found in R2R carefully guides you through the retirement planning process. As a result, you get an individualized roadmap that provides turn by turn directions to your retirement destination. If you don’t define your destination, how will you know if or when you get there?
Then, We Motivate - Our R2R roadside assistance delivers timely and informative content on the issues faced along the road. It’s your fuel for your drive on the way to retirement. The journey is challenging and with our support and encouragement, you will overcome the inevitable obstacles that could crash your plans.
Our retirement planning services are designed to get you out of the backseat and behind the wheel. It’s time to put your retirement plan in gear, R2R is the vehicle so let’s get on the road

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WEALTH MANAGEMENT

You have worked hard to grow your wealth and now you must wrestle with the complexity of managing what you have created. Our wealth management services simplify the chaos of your financial life.

Some of the ways we work with you are:

Carefully walk you through a process that helps you get a handle on where you are today.
Determine what you want to achieve, and then together map out how to get there.
Work with you to implement and monitor the strategies needed to simplify the management, preservation, and growth of your wealth.

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Wealth Strategy Group utilizes a propriety process when engaging with our clients.

The process is focused on delivering consistent, high-quality recommendations. Whether you engage us for WEALTH MANAGEMENT, 401k ADVISORY SERVICES, or RETIREMENT PLANNING, the steps remain the same. The only difference is the type and level of detail needed to accomplish your goals.

OUR PROCESS

First, we must thoroughly understand your present situation (DISCOVERY), and then find out what you want to achieve (DESTINATION). From there, we can develop your recommendations (DESIGN), which we, in turn, put into action (IMPLEMENT). We then measure your results and modify where necessary (MONITOR).