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Your Fast Start

Training and Development

Whether you are new to the financial services industry or are transitioning your practice from another firm, our goal is to make sure that you receive the tools and resources necessary to be successful with Strategic Financial Group. Our Rising Leaders Training Academy is a week-long program designed to prepare you for a thriving career in financial services.

You will receive ongoing training and development designed to take your practice to the next level via weekly group training, one-on-one coaching, and study group-style learning.

We believe that the best professionals are the ones who are continuously learning; therefore, we provide opportunities for in-house continuing education led by specialists in the field. Through our affiliation with Massachusetts Mutual Life Insurance Company (Strategic Financial Group), we have access to the American College of Financial Services and encourage obtaining professional designations. Some designations currently supported are LUTCF, FSCP, CLU, ChFC, MSFC, ChSNC, RICP, and CFP.

In order to build a successful practice, you will work closely with leaders in the firm to develop a plan centered around your goals. We offer structured accountability groups to encourage collaboration and share successes.


Join a firm that deeply cares about your success.

Onboarding procedures

Your Application Process

We Welcome All Financial Professionals

SFG Intro

SFG New Recruits

SFG Experienced Advisors

SFG Career Changers


We help seasoned professionals realize their full potential.

Take success to the next level

Resources for Experienced Producers

Take your career success to the next level by working with our staff of agency professionals. We help seasoned professionals realize their full potential, because we understand the value you bring to the financial services industry.

We provide outstanding achievers, like you, with the tools and resources you need to expand your practices. Our series of programs, specifically geared toward top producers, help you maximize your business potential. Our goal is to make it easy to do business with us and to support you every step of the way. Through personalized attention and a broad spectrum of products and services backed by our excellent reputation, we aim to deliver the highest integrity and value to you and your clients.

Why we love sfg

Agent Testimonials

Emma Smith

I have been a client of Tax Help for over 20 years. They do a great job and have an excellent reputation. I wouldn’t think of going anywhere else. They do accurate work and pricing is reasonable.

Emma Smith

James Parker

I highly recommend the team of professionals at Tax Help! As a corporate owner, I’ve been making business decisions only with the help of a tax consultant for 10 years. Results didn’t disappoint.

James Parker

Alex Wils

Effective results with minimum efforts are key to successful business agencies! Thank you for your consultations! With your services I do my business confidently and clearly.

Alex Wils