Creating and Preserving Wealth for Generations
At Strauss Financial Group, Inc. (SFG), our mission is to create and preserve wealth for generations. As a fee-based Registered Investment Advisor, we uphold the highest standards of integrity, honesty, and trust in our work. Established in 1988 by John and Heidi Strauss, we are proud to be one of the first husband-and-wife independent advisory firms in Alabama. Our team of experienced professionals is committed to providing personalized financial advice, open communication, and exceptional service to help our clients achieve their financial goals.
Our Services
At SFG, our expert advisors offer a range of services designed to address the unique needs of each client. These services include:
- Financial Planning: We help our clients create a comprehensive financial plan tailored to their specific goals, risk tolerance, and needs.
- Asset Management: Our team of experts manages investments with the aim of maximizing returns while minimizing risk.
- Retirement Services: We offer specialized guidance on retirement planning, ensuring our clients have a secure financial future.
Our Philosophy
At SFG, we believe that building long-lasting relationships with our clients is paramount. Our comprehensive approach to financial planning and management is founded on a deep understanding of each client's unique situation and goals. By providing clear communication, expert guidance, and personalized service, we empower our clients to make informed decisions about their financial future.
Meet Our Team
Our experienced team of advisors is dedicated to delivering exceptional service and expert guidance. Meet our team:
- Arthur Strauss, CFP: Our Chief Executive Officer and President, Arthur is a registered investment advisor with extensive knowledge in investments, asset structure, risk management, taxes, and estate planning.
- Lauren Serrano: Our Chief Administrative Officer, Lauren brings over a decade of experience in the financial services industry, with a focus on operations and client relations.
- Kate Wagstaff: Our Client Services Manager, Kate offers over 25 years of financial services expertise, with a strong background in customer relations and servicing clients in life insurance, disability insurance, brokerage accounts, and fee-based products.
- Zoe Strauss: Our Office Manager and Greeter, Zoe manages the day-to-day operations of our office and ensures our team stays on track to deliver exceptional service to our clients.
Our Commitment
At Strauss Financial Group, Inc., we are committed to providing expert guidance, personalized service, and unparalleled expertise. We believe that building trust and relationships is crucial in helping our clients achieve their financial goals. We welcome the opportunity to work with you to create and preserve wealth for generations.
Overwhelmingly Positive Reviews
The reviews for this team are consistently praising, with both authors giving them a perfect 5-star rating. The common thread among these reviews is the team's exceptional approach to understanding their clients' needs, both emotionally and financially.
Knowledgeable and Down-to-Earth Service
The team is described as "knowledgeable" and "down to earth, " indicating that they take the time to understand their clients' situations and provide personalized advice. Lynn Peace Marino's review highlights the team's ability to get to know their clients on an emotional level, which likely builds trust and strengthens their relationships.
Exceptional Service and Trust
Bear Burnett's review emphasizes the importance of trust when it comes to managing one's finances, and he is deeply impressed with the team's ability to listen and accommodate his goals. Both reviews describe the team as treating clients like family, which further emphasizes their exceptional service.
