Strategic Income Group LLC

Strategic Income Group LLC, established in March 2013, is a financial advisor firm specializing in Portfolio Management, Financial Planning, and Estate Planning Referrals. The firm tailors investment strategies to meet individual client needs, offering services such as comprehensive financial planning, estate planning, newsletters, and educational seminars. Strategic Income Group manages over $340 million on a discretionary basis and $14.8 million on a non-discretionary basis. The firm's fee structure for Portfolio Management is based on a percentage of assets under management, ranging from 1.75% to 0.45%. Financial Planning fees are assessed on a fixed or hourly basis, with a range of service levels available. The firm provides retirement plan consulting services and utilizes third-party money managers for client accounts. Strategic Income Group does not charge performance-based fees and does not accept proxy authority to vote client securities. The firm discloses its brokerage practices, custody arrangements, and financial industry affiliations, including ownership of Certified Fiduciary Services, Inc. and involvement in private investment funds. Clients are encouraged to review the firm's Code of Ethics, investment strategies, and methods of analysis outlined in the brochure for a comprehensive understanding of the firm's practices and services.