Strategy Financial Group

602.343.9301 Phoenix

520.505.3605 Tucson

520.505.3605 Oro Valley

866.777.9219 Toll Free

Title 2 Title 3 Title 4 Title 5 Title 6


01.21.16: The study of “emotional intelligence” began in the 1980s as a way to measure one’s ability to identify and manage both his or her own emotions, as well as the emotions of others. In the business world, people with high emotional intelligence, known as a high EQ (emotional quotient) are known to be more empathetic to others, which enables them to more effectively manage conflicts, read and respond to co-worker needs and keep their own emotions from disrupting their performance. A high EQ is particularly important in consulting professions; it’s a skill that we as financial professionals work on as much as understanding financial trends. That’s because we must do more than educate and evaluate our clients’ finances; we must understand the pressures you feel and how you cope with volatility and change in order to offer guidance for your personal situation.  Read more


01.05.16: For many, — hopefully most — “home” represents security and acceptance. A place to retreat when things don’t go your way; a place to celebrate when they do. Not long ago, the holidays were the one time of the year when the family reconvened to spend time together under one roof. Now, it’s not uncommon for relatives to share a home year-round. Gone are the days when a son or daughter moved on to college or a career at the age of 18, only to return on special November and December occasions. For better or worse, boomers are growing accustomed to welcoming back grown children, as well as seniors seeking care from a familiar face. Retirees typically prefer to live in the comfort of their own home as long as possible, but the best alternative may be moving back in with adult children. As your financial professional, we focus on helping clients feel confident in their finances now and in the future, and, if necessary, develop contingency plans, because even the best-laid plans can go awry. If we can help you with your retirement income plan, please contact us for a meeting. Read more

Request your free portfolio review

Free Portfolio Review arrow


Download your free
retirement planning
white paper

Click here to download >>