A wide range of quality financial services
Comprehensive Financial Planning
Risk Management
Wealth Management Services
Life Insurance
Retirement Income Planning
Gain Access to a Team of Professionals
Estate Planning
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.
Trust Services
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.
SpecialCare Planning
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.
Retirement Planning
For corporate clients, we offer a strategic plan & marketing analytics of the financial health and business risks.
Financial Planning Team
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.
Insurance Strategies
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
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
FutureSmart
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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Greater Houston Community Involvement
Our community initiatives.
