TAILORED SOLUTIONS FOR COMPLEX
FINANCIAL NEEDS
Explore planning designed for the unique challenges and opportunities of high net worth clients.
We’re experienced in helping professionals, executives, families —
including multiple generations — and business owners with higher net worth to assess their options. We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals and objectives.
If you have $3 million or more in net worth, you’re likely:
If Any of These Concerns Sound Familiar, Let's Talk
Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you chart your course with ease and confidence.
A Team Approach
If we work together, we’ll come alongside you and connect you to our team and other subject matter professionals to help coordinate your financial, tax and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor or others.
Sales of highly appreciated assets (businesses, real estate, stocks, etc.)
Business succession planning
Advanced legacy strategies
Planned and charitable giving strategies
Strategy Financial Group does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance with your individual situation. Not all strategies will be suitable or appropriate for all clients and may include insurance products with separate fees/commissions.
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