Financial Planning
Advice aligned with financial goals and long-term plans.
Financial Strategies Group
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About Financial Strategies Group
Financial Strategies Group is a financial advising firm in Okemos. Its advisors work with clients on financial, retirement, and investment goals through ongoing planning and review meetings. Services include investment planning during employment and retirement, long-term insurance needs, and trust and will planning. The firm also provides advice on purchases, saving, investing, and long-range financial decisions. Clients can schedule introductory calls, access free resources, and arrange meetings or contact advisors with questions between reviews. Financial Strategies Group works with individuals and families, including people preparing for retirement and those planning major financial milestones such as buying a first home. Its website features financial insights, frequently asked questions, and client testimonials.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement Planning
Investment planning for employment and retirement years.
Estate Planning
Guidance on trust and will planning needs.
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