Strategic Financial Group, led by Michael Langlois, offers financial planning services tailored to clients' financial and tax status, risk tolerance, and investment goals. These services include advice on tax planning, estate planning, business planning, retirement planning, education planning, and budgeting. SFG may recommend various investments, including stocks, bonds, mutual funds, and variable annuities.
Assets Under ManagementN/A
Clients10
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Strategic Financial Group offers financial planning services for a one-time flat fee or hourly rate.
- One-time financial plan: Fees range from $250 to $25,000, depending on the complexity and time required.
- Hourly financial planning: $195 to $300 per hour.
- Periodic financial planning: $100 to $25,000 per period (monthly, quarterly, semi-annual, or annual).
One-Time Plan:$250 - $25,000
Hourly Rate:$195 - $300/hr
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