Creating and Preserving Wealth for Generations
Welcome, Prospective Clients!
Strauss Financial Group is grateful to be considered a potential partner in your journey toward financial clarity, prosperity, and the life you have dreamed for yourself.
Characteristics of
an SFG Client
•Seeking financial planning as well as asset management
•Engaged, responsive, coachable, and a delegator
•Ready to take steps to improve their financial lives
Types of Clients We Serve
Diligent Saver
• Usually between 55-65 years old
• Within 5-10 years of retirement
• 401(k) and/or brokerage accounts
• Seeking retirement planning guidance
• Seeking investment management, future tax planning strategies, income/cashflow options, or advice on various life changes (marriage, divorce, retirement, death of a loved one, medicare)
Aggressive Accumulator
• Usually between 30-40 years old
• High income earners
• Contributing/ plan to contribute to their investment accounts
• Seeking advice on optimizing their excess income
• Seeking investment management, current tax planning strategies, or advice on various life changes (marriage, divorce, retirement, death of a loved one, birth of a child)
Strauss Specialties
•Financial Planning: Our process is to design a comprehensive road map of your finances while helping you achieve your long-term goals.​
•Asset Management: We utilize extensive research to create a custom investment plan to meet your needs and risk parameters.
•Retirement Services: We guide you through the major milestones and transitions of retirement. We help in areas such as income planning and social security, and offer an introduction to our Medicare consultant.
Contact Us
We would love to hear from you.
By Phone:
(205) 967-9595
Strauss Financial Group is proud to offer our direct office number, which will be answered by a member of our team. You can expect to speak with either Kate Wagstaff or Lauren Serrano.