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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.

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Tips to Help Preserve Your Inheritance

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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