Skip to content
CLIENT LOGIN | CALL US: 602.343.9301 | SCHEDULE MEETING
Financial Advisors Phoenix | Scottsdale Financial Planners
  • Home
  • About Us
    • Meet the Team
    • Introductions
    • Testimonials
    • Careers
  • Services
  • Medicare
  • Events
  • Blog
  • Media
  • Contact Us

Archive for March 2019

The 5 Phases of Pre-Retirement

March 15, 2019

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework, and some assistance from a qualified professional, you can ensure that you are ready to retire when the day comes. Click here to read our latest blog post, The 5 Phases…

Read More

Recent Posts

  • How Diversifying Your Portfolio Can Mitigate Risk
  • 4 Tips to Saving Money This Holiday Season
  • Tax Planning Strategies to Consider Before 2022
  • Evaluating Your Executive Stock Options
  • The Unique Advantages of Health Savings Accounts

Archives

  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • May 2017
  • April 2017
  • March 2017

Categories

  • Estate Planning
  • Financial Planning
  • Life Insurance
  • Market Update
  • Retirement Planning
  • Tax Planning
  • Uncategorized
  • Wealth Management

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Contact Us

Phoenix: 602.343.9301
Tucson: 520.505.3605
Toll Free: 866.777.9219
info@strategyfinancialgroup.com

Main Office

7010 E. Chauncey Lane
Suite 130
Phoenix, AZ 85054

Services We Offer

» Retirement Income Strategies
» Long-Term Care
» Annuities
» Life Insurance

Form CRS |Privacy Policy | Terms of Use

*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.

Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Strategy Financial Group is stated or implied.