Principal Financial Group

Who is Strategic Financial Solutions, LLC?  We are a values based financial services firm, dedicated to providing expertise and a unique, ongoing service experience in the area of:
 

  • Executive Retirement/Compensation Strategies
  • Wealth Management for individuals and endowments
  • Individual Financial Planning

Our processes focus on assisting our clients in addressing the potential issues of the day; specifically:
 

  • Non-Sufficient funds at retirement
  • Loss of net worth and financial security
  • Income tax and expense management
  • Loss of key personnel (along with the value of the relationships they bring to your firm)

Our processes are designed to focus on the opportunities available in the market place and subsequently deliver to you, our client, a clear plan for implementation, and assist you with your ultimate goal achievement. 

We operate in cooperation with our corporate clients, as a strategic partner, to provide your employees flexible investment solutions, a superior education continuum, high quality communications, and access to personalized assistance.

 © Strategic Financial Solutions, LLC.

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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Market Watch