Strategic Financial Group’s Post

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

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

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

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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Future generations will benefit from the wealth you build today. Let’s talk about ways to secure your future.

Today women control more than $10 trillion household financial assets—you’re just getting started. Let’s talk about managing that wealth.

Making sure your family has what they need tomorrow takes planning today. Let’s talk about building generational wealth that you can pass along.

For people with more time until retirement, some annuities have growth potential as well as guaranteed lifetime income. Let's talk about your options.

Your business is your biggest asset. Let’s talk about ways to protect what you’re building.