Blog Posts

Leading the Charge as a Senior Care Advocate

Posted by Financial Strategies Group in Blog Posts, Giving More

CERTIFIED FINANCIAL PLANNER™ professional Hank Cleare spent the month of January focused on getting older, better, and smarter for a very important cause.   Older in the sense that he has embraced aging client care as an urgent issue in the financial planning profession, better…

Estate Planning Is A Team Sport

Posted by Financial Strategies Group in Blog Posts, Strategic Partners

Now more than ever you need objective advice and counsel to help you make appropriate financial decisions in an ever-changing world.   Your overall financial plan requires input from multiple professional disciplines with varied expertise.  That’s why the advisors at Financial Strategies Group surround themselves…

From Southern Company to Santa Claus

Posted by Financial Strategies Group in Blog Posts, Retirement

Jerry Gallagher’s joy is contagious; it energizes everyone he meets. His kind words and happy laugh brighten days and draw people to him everywhere he goes. So when Jerry started growing out his beard this summer, it came as no surprise when a man at…

Kimberly DeProspero, CFP® Attends LPL Financial’s Women Advisors Leadership Forum

Posted by Financial Strategies Group in Blog Posts, Continuing Education

  Kimberly DeProspero of Financial Strategies Group in Weston, Florida recently attended LPL Financial’s inaugural Women Advisors Leaders Forum, an invitation-only conference for top female advisors hosted by LPL Financial, a leading retail investment advisory firm and the nation’s largest independent broker/dealer*. DeProspero is supported…

Our Thoughts on the U.S. Elections

Posted by Hank Cleare in Blog Posts, Economic Update

For the past 30 years, we have counselled clients during elections.   It has been our experience that some are fearful, while others are optimistic.   Like a friend and fellow financial advisor recently said, “The reality is that we are pretty much a 50/50…