The goal isn’t more money. The goal is living life on your own terms.

-Chris Brogan

About SFG

Strauss Financial Group, Inc. opened its doors in 1988 as an independent, boutique financial advisory firm with one objective-to work for only one boss-you, our client. Creating and Preserving Wealth for Generations is our mission, and we do this by offering objective and personalized financial advice, open communication, and unsurpassed service.

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As a fee-based Registered Investment Advisor, Strauss Financial Group operates under a fiduciary standard, which means that all advisors must exhibit the highest form of trust, honesty, and integrity.

With vast experience and a relationship-driven philosophy, SFG has helped clients to reach their financial goals and achieve peace of mind, acting as their resource and guide through life’s journey. Though we wear many hats — including teacher, coach, confidante, economist, and advocate — our main objective is to simplify complex financial decisions, communicate in plain English, listen to your needs, and provide focus, understanding, and solutions.

Who We Serve

Life Transitions

• Have you lost a loved one?

• Are you recently divorced?

• Have you inherited money?

• Can you afford to live alone?

The Retirement Challenge

• Unexpectedly let go from your company?

• Can you afford to retire?

• When should you start collecting social security? 

• If you die, are you leaving a mess for your loved ones?