Services
About Us
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 Advisors, our clients plan out actionable steppingstones to help them reach their financial goals. These steppingstones include saving for retirement, choosing investments, 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.
Investment & Retirement
What does it mean to be a Investment Advisor Representative?
Transparent fee based structure
Data driven investment decisions from Helios Quantitative
Our advisors are Legal Fiduciaries dedicated to making the best decisions for you
Investment Services:
401(k) Rollovers
Traditional & Roth IRA Creation & Management
Retirement Plans for Businesses
Traditional & JWROS Account Management
Retirement Roadmaps & More
Medicare & Social Security
Medicare and Social Security become a huge part of our lives when we reach retirement age. We offer Medicare Supplement, Advantage, & Part D plans through a variety of providers. This service combined with our Social Security expertise allows our clients to have piece of mind during their golden years.
Life Insurance
As life insurance brokers, we give multiple options to our clients when it comes to protecting their assets.
Our life insurance services include:
Buy Sell Agreements
Individual Life
Group Life for your business
Disability Insurance, LTC & more
Our History
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, debt management & more
No matter your financial situation, Strategic Financial Group is here to help you work through your goals. Our loyal and caring team is 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.
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Copyright © 2021 Strategic Financial Group - All Rights Reserved.
488 Blue Lakes blvd n
twin falls, id 83301
(208) 944-9244
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.
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