We are excited to welcome our newest financial services professional, Tatum Arther, to the #SFG team! A Texas A&M University alumna, Tatum leverages her academic background and extensive involvement in various community and philanthropic activities to provide a unique blend of experience and perspective in financial services Tatum focuses on serving the women’s market, specifically targeting A&M former students, women in healthcare, ranchers, and young professionals. Her dedication to these groups, combined with her personal and professional experiences, makes her a trusted specialist in the financial services industry. Welcome to the team Tatum! #strategicfinancialgroup #sfg #houston #texas #financialprofessional #nowhiring #houstonjobs
Strategic Financial Group
Financial Services
Houston, TX 1,477 followers
We've helped people keep their promises, protect their families, and support their communities since 1903.
About us
Welcome to Strategic Financial Group, formally MassMutual Greater Houston. For 120 years, Strategic Financial Group and MassMutual have had the distinguished pleasure of serving clients’ financial needs. At SFG we are committed to providing an efficient and seamless comprehensive financial planning experience. Our team of specialists provides financial clarity to a diverse group of clients while helping them reach their goals
- Website
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sfgplanning.com
External link for Strategic Financial Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Houston, TX
- Type
- Privately Held
- Founded
- 1903
- Specialties
- Insurance, Retirement, and Investments
Locations
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Primary
Three Greenway Plaza, Suite 1500
Houston, TX 77098, US
Employees at Strategic Financial Group
Updates
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Help Secure Your Legacy: Effective Estate Planning Strategies for Wealth Transfer Ensure your loved ones are cared for and your wishes are honored. Learn how estate planning can help smoothly transfer your wealth. Estate planning helps minimize taxes, avoid probate, and protect your assets. Our experienced professionals can help create a strategy tailored for you. Sign up here: https://lnkd.in/giMSx8Kj Hosted by: Jacqueline Gartland , Scott J. Francis , CLF ® , and Omar Khan Please contact Jacqueline Gartland for any questions at [email protected] Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Jacqueline Gartland and Scott Francis are registered representatives of and offers securities through MML Investors Services, LLC. Member SIPC. www.SIPC.org 3 Greenway Plaza, Suite 1500 Houston, TX 77046. 713-402-3800. This event is intended for individuals residing in: CA, FL, ID, NY, MD, MI, PA, TX, VA. Individuals outside of these jurisdictions should not attend. By joining this event, you are consenting to be recorded. Scott Francis, CA Insurance License #0632655 Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202604-6658664 #wealthtransfer #financialadvice #strategicfinancialgroup #webinar #estateplanningwebinar #wealthtransferwebinar
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We were thrilled to have Ashley Adamson join us at #SFG for our Kickoff event, where she inspired our team with her insights on storytelling, media, and personal narratives. Ashley, the lead host and reporter at Pac-12 Network, has over 17 years of experience covering major events like the Super Bowl and Final Four. She’s a three-time Emmy Award winner and a game-changing on-air talent. Beyond broadcasting, Ashley empowers others as a media coach, professor, strategist, and keynote speaker. Her passion for storytelling is truly inspiring. Thank you, Ashley, for an unforgettable experience! #Ashleyadamson #strategicfinancialgroup #houston #financialprofessional
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Congratulations Walter Katz, CFP®, AIF®, RICP® for being recognized as our Advisor of the Month! With 33 years of experience, Walter excels in retirement plan design, risk-based insurance and investment products, and investment allocation strategies. He founded STEP Strategies in 1994 and owned a TPA firm from 1987 to 2009. Walter’s achievements include being a Life & Qualifying Member of the MDRT for 29 years, with 19 years at the Court of the Table and 8 years at the Top of the Table. A proud Texas Longhorn, Walter’s dedication and expertise make him an invaluable asset to our team! #sfg #strategicfinancialgroup #sfgteam #strategicfinancialgroupteam #houstonfinancialprofessional #houston #texas
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