Strategy Financial Group
Initial consultation free
Registered investment advisor
We blend practical financial expertise with personal connection to bring clarity to your retirement. Our tailored Retirement Roadmap coordinates your income, taxes, and investments so you can make every decision with complete confidence.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
We can advise you on
Meet our advisors
Rich DeFrancesco
Michael Jukich
Austin Castillo
What our clients say
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Robert Hoffman
To someone considering working with Strategy Financial Group, I would say GO FOR IT. They would, as I have, find SFG awesome to work with. I have trusted them with all my retirement needs.
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Jamie Laughlin
The work that Strategy Financial Group has done for us is great work. We have been working with them for many years. The results have been outstanding. They take care of our investment needs. They...
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Ron Porter
We have been with SFG group for two years. They have a very personal approach and the best interest of the client always comes first. We are very pleased with our results and feel very confident in...
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Margo Parker
I would tell someone that’s considering working with Strategy Financial Group – Yes, do it! They are the best and you can trust their decisions! Great people and they really care about your future!
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Deanne Ryan
After interviewing various retirement planners, we thankfully found Strategy Financial Group. I encourage anyone to make an appt to discuss your goals/future with Strategy Financial.
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Melinda Medina
Having completed my first full review cycle and now entering my second year with Strategy Financial Group, I can honestly say I appreciate the difference their team-based approach has made. I have...
Disclosure
The company we will be matching you to (the "Company") has entered into an agreement (“Agreement”) with Unbiased to refer potential clients to the Company. As a result of the Agreement, it is important that you are aware of the following:
Neither Unbiased nor any of its affiliated persons are clients of the Company or investors in any investment vehicles advised by the Company.
The Company will pay Unbiased cash compensation for each referral to the Company. The level of compensation Unbiased will receive for referring you will generally be a flat fee that is tiered based on the asset level you reported when you completed the questionnaire.
Unbiased has a conflict of interest, which creates an incentive for Unbiased to refer companies that Unbiased expects will provide it the largest compensation for referring you and others.
Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.