Strategic Income Group

Strategic Income Group Arizona's Premier Financial Planning Firm Helping To Forever Change Your Financial Future. Strategic Income Group is a registered investment advisor.

Beyond Tax Preparation Chandler & Peoria Luncheon EventEvent Dates & Times:Chandler Event Date: August 26, 2026 | Starts...
08/10/2026

Beyond Tax Preparation Chandler & Peoria Luncheon Event

Event Dates & Times:
Chandler Event Date: August 26, 2026 | Starts 11:30 AM
Peoria Event Date: August 28, 2026 | Starts 11:30 AM

Guest Speaker:
Dylan Huff

Event Details:
Join Strategic Income Group and Anthem Strategists for an educational event focused on year-round strategies that may help reduce taxes, preserve wealth, and strengthen your overall financial plan. The discussion will explore the difference between proactive tax planning and traditional tax preparation, managing taxable income and capital gains, coordinating investment, retirement, and tax strategies, tax-smart charitable giving, estate and legacy planning, and often-overlooked opportunities for individuals and business owners.

August Strategic InsightsWhen the Economy Gives Us Uncertainty, Every Dollar Needs a Purpose. Uncertainty does not requi...
08/04/2026

August Strategic Insights
When the Economy Gives Us Uncertainty, Every Dollar Needs a Purpose.

Uncertainty does not require prediction. It requires clarity about what each dollar is meant to do.

Over the past few weeks, I have heard different versions of the same question: “Should we be doing anything different right now?”

It is a fair question.

Markets have been resilient. Interest rates are still high. Inflation has improved in some areas, but it is not back to normal. The Fed is divided. Economic growth is positive, but not as strong as many would like. Depending on which headline you read first, you could walk away feeling encouraged, cautious, or confused.

That is why the better question is not simply, “What did the market do this month?”

The first half of 2026 brought strong markets, stable employment, persistent inflation, and a Federal Reserve that remai...
07/01/2026

The first half of 2026 brought strong markets, stable employment, persistent inflation, and a Federal Reserve that remains cautious. In this midyear update, Strategic Income Group takes the long view—reviewing market performance, inflation, interest rates, and planning considerations to help clients stay focused on a strategy built to adapt.

Concentration is often how wealth is created, but the same asset that helped build wealth can eventually create risk. Le...
06/16/2026

Concentration is often how wealth is created, but the same asset that helped build wealth can eventually create risk. Learn how to evaluate concentrated stock, business equity, real estate, employer stock, or investment themes through a coordinated planning framework that considers taxes, liquidity, income, charitable giving, estate planning, and long-term legacy.

Strategic Insights June 2026Over the past year, the U.S. economy has felt a little like that bumblebee. Many expected hi...
06/01/2026

Strategic Insights June 2026

Over the past year, the U.S. economy has felt a little like that bumblebee. Many expected higher interest rates, elevated inflation, oil shocks, geopolitical conflict, consumer debt, and slowing job growth to bring the economy down more forcefully. Yet here we are: growth has slowed, but not stopped. Consumers are more cautious, but still spending. Markets are volatile, but recently moved back to record levels. Corporate profits are being tested, but earnings remain resilient in many parts of the market.

Every Dollar Needs a Job: Cash, Liquidity, and the Long-Term Expense Strategy:“We have extra cash sitting on the sidelin...
05/21/2026

Every Dollar Needs a Job: Cash, Liquidity, and the Long-Term Expense Strategy:

“We have extra cash sitting on the sidelines. Should we keep it there, invest it, pay down debt, or use it for something else?”

That is one of the most common planning questions families ask. Cash can create confidence. It can provide flexibility. It can help you sleep at night when life feels uncertain.

But cash is not automatically a strategy.

A strong financial plan does not simply ask whether you have money available. It asks what that money is meant to accomplish. Some dollars need to be available tomorrow. Some dollars are needed in the next year. Some are earmarked for known expenses over the next several years. Some should be invested for long-term growth. Some should support retirement income, giving, or legacy.

At Strategic Income Group, we believe every dollar should have a job.

Strategic Income Group 13 Years of Stewardship – State of the Business Michael Gauthier Thirteen years ago, we stepped o...
04/13/2026

Strategic Income Group 13 Years of Stewardship – State of the Business
Michael Gauthier
Thirteen years ago, we stepped out in faith with a clear conviction: if we built a firm rooted in fiduciary responsibility, disciplined strategy, and a deep commitment to stewardship, the right families would choose to walk alongside us. Within the first 90 days of launching, more than 90% of the families we had originally served chose to continue the journey with us. That trust shaped our foundation—and it continues to define who we are today.

Our mission has always been simple: to help you live your best life and leave a lasting legacy.

That mission goes far beyond portfolio returns. It includes thoughtful retirement income planning, tax-efficient strategies, intentional generosity, business succession, and multi-generational family conversations. It means helping you make wise decisions not just for today, but for decades to come.
https://strategicincomegroup.com/strategic-income-group-13-years-of-stewardship-state-of-the-business/

Strategic Insights – April 2026 Michael Gauthier Markets may shift, headlines may change, and uncertainty may rise, but ...
04/01/2026

Strategic Insights – April 2026
Michael Gauthier
Markets may shift, headlines may change, and uncertainty may rise, but long-term financial success is rarely built by reacting to short-term noise. In this month’s Strategic Insights, we explore the recent market pullback, elevated valuations, oil-driven volatility, and what these developments really mean for investors. More importantly, we highlight why discipline, diversification, and a well-constructed plan still matter most in uncertain times.
https://strategicincomegroup.com/strategic-insights-april-2026/

Strategic Insights – February 2026 Michael Gauthier February is where headlines test conviction. With interest rates hol...
02/09/2026

Strategic Insights – February 2026
Michael Gauthier
February is where headlines test conviction. With interest rates holding steady, market leadership rotating, and volatility resurfacing across equities, crypto, and precious metals, investors are once again reminded why disciplined planning matters. At Strategic Income Group, we see uncertainty not as a signal to react—but as confirmation that a diversified, long-term strategy is doing exactly what it was designed to do.
https://strategicincomegroup.com/strategic-insights-february-2026/

Teaching Kids (and Grandkids) to Be Good Stewards Michael Gauthier Raising kids who are confident, generous, and wise wi...
01/15/2026

Teaching Kids (and Grandkids) to Be Good Stewards
Michael Gauthier
Raising kids who are confident, generous, and wise with money doesn’t happen by accident—it’s taught through simple, consistent habits over time. By introducing children to a clear framework for giving, saving, and spending, families can turn everyday moments into powerful lessons in stewardship. When kids learn early that money is a tool for responsibility and generosity—not stress or entitlement—they carry those values with them for life. The legacy we pass on begins not with accounts or assets, but with intentional conversations at the kitchen table.
https://strategicincomegroup.com/teaching-kids-and-grandkids-to-be-good-stewards/

Address

2330 W Ray Road
Chandler, AZ
85224

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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