Investment Advisors with Clients in mind
Ready to start your investment planning?
Ready to start your investment planning?
At Strategic Financial Group our clients are individuals, businesses, and families that are embarking on the difficult journey to improve their financial situation. These journeys include effective retirement planning, managing employee benefits, protecting assets, saving for college, and a large variety of other journeys. With the guidance of our Investment Advisors, our clients plan out actionable steppingstones to help them reach their financial goals. These steppingstones include saving for retirement, investment planning , finding the right insurance, etc.
Throughout our clients’ journey, our advisors are there to help keep clients on track and suggest changes when needed. Our goal is to give our clients the best chance to achieve their goals, no matter what their financial journey might be.
Our advisors at Strategic Financial Group also know that time is our most valuable asset. Which means there is never a better time than now to start your journey towards a better financial future. Give us a call today for a free consultation.
Strategic Financial Group, originally Snelson Financial Group, was started in 2013 by Dave Snelson. Throughout its years, SFG has helped clients work through a variety of financial situations, including:
Setting up and managing retirement accounts (401k, Roth & Traditional IRAs, TOD accounts, etc.)
Providing life insurance, long term care & medicare insurance
Advising clients on Social Security and Medicare as well as health insurance
Working with businesses to help establish retirement options for employess
financial planning, investment planning, debt management & more
No matter your financial situation, Strategic Financial Group is here to help you work through your goals. Our loyal and caring investment advisors are always happy to assist and do our best to insure that all of our clients are taken care of to the best of our ability. We believe that an honest business is the most successful business.
What does it mean to be a Investment Advisor Representative?
Transparent fee based structure
Data driven investment decisions from Helios Quantitative
Our investment advisors are Legal Fiduciaries dedicated to making the best investment planning decisions for you
Traditional & Roth IRA Creation & Management
Retirement Plans for Businesses
Traditional & JWROS Account Management
Retirement Roadmaps & More
Medicare can be one of the few things that are good about getting older, but it is important to choose the right strategy and products. We will take you through Medicare 101, helping you to understand how it all works and eliminating the confusion. We are certified for all products available in our area. Supplement or Medi-Gap plans, Advantage Plans, and Prescription Drug Plans. We will show you all products and strategies, ultimately giving you an understanding of the best path to cover your individual need.
Let us assist you in choosing the right Social Security claiming strategy. We are an RSSA, Registered Social Security Analyst. There are many ways to claim your Social Security benefit, but you can choose only one. It is extremely important to choose the right claiming strategy to maximize your lifetime income benefit.
Life Insurance is purchased for one of two reasons, or perhaps both apply in certain cases;
You love someone or you owe someone.
We are Insurance Brokers, as opposed to an Insurance Agent. Agents often only have one product line from whichever insurance carrier they are affiliated with. We, as a broker, shop the entire market of carriers for the best, most cost effective coverage for the specific situation.
It can be confusing because of the many products available. Some situations will be best suited for Term Insurance and some for Permanent Insurance. There are different types in both categories.
Strategic Financial Group, can help single out the product which best suits your need.
Copyright © 2021 Strategic Financial Group - All Rights Reserved.
488 Blue Lakes blvd n
twin falls, id 83301
Strategic Financial Group is a dba of Clear Creek Financial Management, LLC. a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. For firms utilizing a “Disclosure Page” please feature the following: Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. Clear Creek Financial Management, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Clear Creek Financial Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.