Meet Your Career Development Team
The Career Development Department
Lena Allouche
Susan Tasson
Meet Your Financial Planning Team
The Financial Planning Department
Dan Diamond
Roger Szczypien
Meet Your Support Staff
The Support Staff Department
Marshall Bennett
Susan Tasson
Training and Development
Initial Training
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.
Ongoing Development
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.
Continuing Education & Development
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.
Business Planing
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.
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.
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.
Agent Testimonials
Tax & insurance consultants do more than just paperwork. They answered all my questions, gave suggestions for my business to save money in return.
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.
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.