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what we offer

A wide range of quality financial services

Resources for Clients

Gain Access to a Team of Professionals

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/ or CPA. Consult them for specific advice on legal and tax matters.

Advanced estate planning and trust services require specific knowledge typically not provided by many financial professionals. Using trust services means collaborating with a third party that has your best interests in mind while the trust is set up through an attorney.

*Trust Services provided by The Strategic Financial Group Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (Strategic Financial Group) Local firms are sales offices of Massachusetts Mutual Life Insurance Company (Strategic Financial Group), Springfield, MA 01111-0001 and are not subsidiaries of Strategic Financial Group or its affiliated companies.

We know that caring for a family member with a disability can be challenging. That’s why we have developed a SpecialCareSM Planning Team dedicated to helping you identify and prioritize your financial goals and objectives for your loved ones.

For corporate clients, we offer a strategic plan & marketing analytics of the financial health and business risks.

Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.

We clients address the insurance needs to plan for retirement. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.


Work with Financial Professionals who deeply care about your future.


Teams to coordinate your financial success

what we do

Protect Your Family

We can help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you've worked so hard to build withstands the test of time.

01. Comprehensive Insurance Analysis
02. Retirement & Succession Planning
03. Financial & Risk Management
effective financial literacy curriculum


FutureSmart is a Strategic Financial Group Foundation national initiative that brings critical financial education to middle and high school students, families, and educators.

Financial education for students

A digital financial education for middle school students and empowers them to effectively manage their finances, make sound decisions, and become financially responsible.

Financial education for families

Just 43 percent of parents describe themselves as “well prepared” for financial conversations and many Americans don’t learn money-saving habits until early adulthood.

Financial education for educators

The Strategic Financial Group Foundation is here to support and provide educators with the basic financial knowledge needed to not only teach topics like saving and budgeting, but to build their own financial capability.

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Check the background of this firm on FINRA’s BrokerCheck | CRN202606-4236369

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.


Securities and investment advisory services offered through qualified registered representative of MML Investor Services, LLC.
Member SIPC. Supervisory Office: 3 Greenway Plaza Suite 1500, Houston, TX 77046
Phone 713-402-3800.


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Agency Officers are not officers of MassMutual.


Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Copyright Strategic Financial Group 2022