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Frequently Asked Questions
At Strive Financial Group, we are committed to helping you achieve financial clarity and peace of mind. We take a personalized approach to financial planning, working with you to create strategies that align with your goals and values. With our comprehensive services and dedicated team, we strive to be your trusted partner in navigating the complexities of financial planning. Our mission is to empower you to make informed decisions so you can focus on what matters most—enjoying life and retirement with confidence.
Strive Financial Group specializes in working with individuals and families preparing for or enjoying retirement. Our typical clients include pre-retirees, retirees, business owners, and families navigating life transitions. By understanding your unique circumstances, we tailor our services to meet your specific needs and objectives. We welcome anyone seeking to protect, grow, and manage their wealth for a secure financial future.
As an independent advisory firm and fiduciary, we prioritize your financial well-being. This means we are legally and ethically obligated to act in your best interest. Our team combines decades of experience with a commitment to transparency, education, and personalized service to ensure you feel confident in every decision. We believe in building long-term relationships based on trust, integrity, and mutual respect.
We offer a comprehensive suite of financial services, including retirement income planning, wealth management, estate and legacy planning, tax planning, and long-term care planning. Our holistic approach ensures that every aspect of your financial life is addressed, so you can pursue your goals with confidence. By integrating these services, we develop strategies tailored to your unique situation, helping you navigate the complexities of financial planning.
Getting started is simple! Contact us at (317) 691-0626 or schedule a complimentary review by clicking here. During our initial meeting, we will discuss your financial situation, goals, and concerns to determine how we can best assist you. This introductory session can be held in-person, over the phone, or virtually for your convenience.
Contact us today to schedule an introductory meeting!
Fill out the form below to schedule a complimentary introductory meeting with one of our accredited advisors.
