Strauss Financial Group, Inc.

Strauss Financial Group, Inc. Our mission is to create and preserve wealth for our clients by offering independent, personalized f Now is the time to take control of your investing future.

Strauss Financial Group, Inc is a sophisticated firm that was established in 1988. We are an independent, fee- only Registered Investment Advisor, and as such, we have a fiduciary obligation to act solely for the benefit of our clients. Strauss Financial Group is proud to offer a unique financial investign tool for young professionals and couples. Our plan is tailored to your personal situation and the challenges that you face, and as your advisor, we work closely with you to develop a viable game plan and a lasting long-term relationship. Prepare for your financial future- work with a professional who understands your needs and is part of your generation. Take control of your finances NOW and begin the journey to security, wealth, happiness and peace of mind!! Disclosure:
The statements contained herein are based upon the opinions of Strauss Financial Group, Inc. and the data available at the time of publication and are subject to change at any time without notice. This communication does not constitute investment advice and is for informational purposes only, is not intended to meet the objectives or suitability requirements of any specific individual or account, and does not provide a guarantee that the investment objective of any model will be met. This communication is for informational purposes only and nothing herein should be construed as a solicitation, recommendation, or an offer to buy or sell any securities or product, and does not constitute legal or tax advice. The information contained herein has been obtained from sources believed to be reliable but we do not guarantee accuracy or completeness.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
10/07/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
10/05/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
10/03/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

These 6 things might make your next return a prime target for an IRS audit.
09/30/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
09/28/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Do your kids have the right stuff for college?
09/26/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
09/23/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
09/21/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Second homes have unique risks and insuring them is different than a primary home.
09/19/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Address

2201 Cahaba Valley Drive Ste 200
Birmingham, AL
35242

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

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