General Info

Strategic Financial Group is a financial services firm that provides a wide range of financial services to clients in the Grand Haven area. The firm's services include investments, retirement planning, tax planning, college planning, estate planning, and insurance. The firm is led by a team of experienced financial professionals who are committed to helping their clients achieve their financial goals. They take the time to understand their clients' needs and then develop customized financial plans that meet those needs. Strategic Financial Group is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. They are also certified by the Certified Financial Planner Board of Standards.