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Strategic Financial Group, Inc.

Specializing in Helping Businesses and Individuals

Johanna Alter Wilson and the team at Strategic Financial Group, Inc. strive to provide easy access to information and resources for individuals and small businesses.

Our services offer support to everyone we work with, while providing a competitive edge. We hope to see this reflected in the implementation of personal planning strategies and business employee retention programs. Our relationship with StoneX for financial services, along with a wide variety of insurance brokerage agencies, allows us to offer products and services that reach far and wide.

With more than sixdecades of accumulated wisdom, we have the skills to analyze, evaluate, and recommend the products and services that are most appropriate for your personal and business needs. Please feel free to contact us today for a free consultation.

Newsletters

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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