Strategic Financial Group

07/30/2025

07/30/2025

One of my favorite things to do is conducting educational workshops for seniors on the topics of retirement and legacy planning! We had a full house last night!

07/24/2025

Life Insurance companies maintain 100%+ Reserves on their obligations to account holders.

How much reserve are banks required to maintain in the US?

As of 2025, banks in the U.S. are not required to maintain any reserve ratio—the Federal Reserve set the reserve requirement to 0% back in March 2020, and that policy remains in effect.

09/11/2024

GUARANTEED INCOME VS. RISK BASED

How does the total dollar payout of a fixed indexed annuity’s (FIA's) guaranteed income option compare to managed withdrawals?

08/16/2024

The economic challenges that we face in today’s world are of great concern to those retired or planning for their retirement.

We are asked often, “Where can we place assets that provide safety and security in uncertain times”?

There is a unique opportunity right now to protect your hard earned funds without a long-term commitment.

We have a product that allows you to safely grow your money:

5-Year Product - Walk away in only 5 Years.
Fixed Rate is currently 5%
S&P 500 Index with a 11.5% Cap, Averaging 7.72%
$5,000 Minimum - $1 Million Maximum

To get more information or schedule a discovery meeting click on my calendar here:

What would you like to discuss in our meeting?

06/26/2024

❤️❤️❤️Do you or someone in your family need life insurance? Try using my Quoting page to shop rates. Run a Quote in Minutes.
You can use the tool below to explore different coverage options from all the carriers. You can also book an appointment if you need assistance.
https://lifelink.simplicitygroup.com/agent/stokes-8862...

05/22/2024

Great article!

In many ways, the journey involved with reaching the summit of Mount Everest parallels the journey to a secure retirement.

05/15/2024

Great Idea!

Don’t leave your family’s future up to chance. Leave it to Kai-Zen.

With Kai-Zen, you can add up to 3x more capital to your plan. This allows for up to 60 - 100% more benefits for you and your loved ones, even after you are gone. Get started today at www.kaizenplan.com.

04/22/2024

The process of Roth IRA conversions can be hard to navigate and the complex decision-making process involved can easily result in costly mistakes. When considering the best course of action for your Roth IRA conversion, it’s critical to realistically assess the implications of your future tax rate.

In this episode of Money Script Monday, Brian warns of the potential tax pitfalls of Roth IRA conversions by considering future tax scenarios and providing a comprehensive guide to some of the most pertinent tax thresholds.

03/21/2024

Tax Efficient & Retirement Class | Hosted by Lynn Stokes
Navigating Retirement during and after the Coronavirus,
LInk: https://lynnstokes.easywebinar.live/replay