Strategy Financial Group

Strategy Financial Group We help you with saving, investing, and retirement income so you can enjoy the retirement you deserve. You’ve worked hard your entire life.

And you deserve the retirement you’ve always dreamed of. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced professionals with the ability to bring your dreams to reality. We know that retirement planning and financial planning can be complicated, but we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services to help you make the best decisions. Strategy Financial Group is a recognized industry leader when it comes to comprehensive Retirement Planning and Financial Planning. For more than a decade, Strategy Financial Group has helped hundreds of clients tailor a personalized retirement plan to best fit their goals. Strategy Financial Group is based in Phoenix, Arizona with additional offices in Chandler, Mesa, Scottsdale, Oro Valley and Tucson. Investment advice is offered by Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Strategy Financial Group, LLC. Strategy Financial Group, LLC is not affiliated with Strategy Financial Services, LLC although associates or employees of Strategy Financial Group may be Investment Advisory Representatives of Strategy Financial Services, LLC. Securities transactions for Strategy Financial Services, LLC clients are placed through TD Ameritrade Institutional. Past performance is not necessarily indicative of future results. There can be no guarantee that these objectives will be met under all market conditions.

A national Medicare premium average can be good news without being your retirement healthcare budget.CMS projects that t...
10/09/2026

A national Medicare premium average can be good news without being your retirement healthcare budget.

CMS projects that the weighted average monthly Medicare Advantage premium will decline from $14.37 in 2026 to $12.00 in 2027. The average stand-alone Part D premium is projected to increase by less than $1, from $35.09 to $36.¹

Those are useful numbers.

They still do not tell an individual retiree what healthcare will cost next year.

The plan someone actually uses may have different premiums, deductibles, copays, drug coverage, provider networks and other benefits. CMS specifically encourages beneficiaries to review their current coverage because plan costs and benefits can change from one year to the next.¹

Medicare Open Enrollment begins October 15.²

For retirement planning, the takeaway is broader than choosing a health plan.

Healthcare belongs in the retirement cash-flow conversation.

An average tells us what is happening across millions of beneficiaries. A retirement plan has to account for what is happening in one household.

Sources
1. Centers for Medicare & Medicaid Services, 2027 Medicare Advantage and Part D projections: CMS 2027 Medicare outlook
2. Medicare.gov, Open Enrollment: Medicare Open Enrollment information

Strategy Financial Group is not associated with, or endorsed by, the Centers for Medicare & Medicaid Services or any governmental agency. We use the marketing name 'Strategy Financial Group' in describing the collective services offered through our affiliated companies. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

💡 Did You Know?💰 In 1997, the Taxpayer Relief Act created the Roth IRA, giving eligible Americans a new way to save for ...
10/08/2026

💡 Did You Know?

💰 In 1997, the Taxpayer Relief Act created the Roth IRA, giving eligible Americans a new way to save for retirement using after-tax contributions.

📈 Unlike many traditional retirement accounts, qualified withdrawals from a Roth IRA can be tax-free if IRS requirements are met, making it a valuable planning tool for many investors.

🗓️ Whether a Roth IRA is appropriate depends on factors such as your income, tax situation, and long-term retirement goals.

Strategy Financial Group does not provide specific legal or tax advice. Please consult with a qualified professional for guidance on your individual situation. We use the marketing name 'Strategy Financial Group' in describing the collective services offered through our affiliated companies. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

10/07/2026

Do you spend part of the year in Arizona and part somewhere else?

Your Medicare review may need one more question: Where will you actually receive healthcare during the year?

Medicare Advantage plan networks can matter for seasonal residents.

Medicare says HMO members generally need to receive care from providers in the plan's network, with exceptions such as emergency care, out-of-area urgent care and temporary out-of-area dialysis. PPO members can generally use out-of-network providers for covered services, but usually pay more.

If you divide your time between states, consider reviewing:
- whether your regular physicians are in-network where you spend your time
- how non-emergency care works while you are away
- what out-of-network care could cost
- whether your prescription coverage works conveniently in both locations

Medicare Open Enrollment begins October 15.

Healthcare coverage is not only about the premium. Where you live, travel and receive care can matter too.

Strategy Financial Group is not associated with, or endorsed by, the Centers for Medicare & Medicaid Services or any governmental agency. We use the marketing name 'Strategy Financial Group' in describing the collective services offered through our affiliated companies. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

Three recent economic updates point in different directions.1. The Federal Reserve raised its target interest-rate range...
10/06/2026

Three recent economic updates point in different directions.

1. The Federal Reserve raised its target interest-rate range to 3.75%–4.00% at its September meeting.¹
2. August PCE inflation was 3.4% from a year earlier, with core PCE at 3.0%.²
3. September payroll employment increased by just 29,000, while unemployment was 4.2%.³

For someone approaching or living in retirement, that mix is a useful reminder.

Economic data matters. But a retirement portfolio should not be managed as a vote on the latest data point.

One report may strengthen the case for caution. Another may point toward slower growth. Markets can interpret the same information differently from one day to the next.

A retirement plan has a different job.

It should help determine what money needs to support near-term spending, what money has a longer time horizon, how much risk the plan can reasonably absorb, and what changes would actually justify adjusting the strategy.

The economy will keep producing new information.

The planning question is whether that information changes something meaningful about your retirement assumptions.

Sources
1. Federal Reserve, September 2026 target federal funds rate: Federal Reserve interest-rate data
2. Bureau of Economic Analysis, August 2026 Personal Income and Outlays: BEA August PCE report
3. Bureau of Labor Statistics, September 2026 Employment Situation: BLS employment data

Retirement Vocabulary: Tax DiversificationNot all retirement accounts are taxed the same way. Tax diversification refers...
10/03/2026

Retirement Vocabulary: Tax Diversification

Not all retirement accounts are taxed the same way. Tax diversification refers to holding retirement savings in different types of accounts—such as taxable, tax-deferred, and tax-free accounts—which may provide greater flexibility when planning withdrawals in retirement.

Having assets with different tax treatments can create more options when coordinating retirement income. Which approach is appropriate depends on your financial goals, tax situation, and overall retirement plan.

Strategy Financial Group does not provide specific legal or tax advice. Please consult with a qualified professional for guidance on your individual situation. We use the marketing name 'Strategy Financial Group' in describing the collective services offered through our affiliated companies. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

💡 Did You Know?🏦 In 1981, benefits consultant Ted Benna is widely credited with implementing the first modern 401(k) pla...
10/01/2026

💡 Did You Know?

🏦 In 1981, benefits consultant Ted Benna is widely credited with implementing the first modern 401(k) plan, turning a little-known section of the tax code into a workplace retirement savings tool that millions of Americans use today.

💰 The introduction of the 401(k) changed how many people save for retirement by allowing eligible employees to contribute directly from their paychecks, often with employer matching contributions.

📈 More than four decades later, the 401(k) remains a cornerstone of retirement planning for many workers across the country.

Strategy Financial Group does not provide specific legal or tax advice. Please consult with a qualified professional for guidance on your individual situation. We use the marketing name 'Strategy Financial Group' in describing the collective services offered through our affiliated companies. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

💼 Life Insurance Awareness MonthFor business owners, protecting the business often means protecting the people behind it...
09/30/2026

💼 Life Insurance Awareness Month

For business owners, protecting the business often means protecting the people behind it.

Life insurance may play an important role in a business continuity strategy and can be used for purposes such as:
🤝 Funding buy-sell agreements
👤 Helping protect against the loss of a key employee
🏢 Supporting business continuity during unexpected events

Every business has unique goals, ownership structures, and financial considerations. Reviewing your plan periodically may help ensure it continues to align with your long-term objectives.

Because protecting your business isn't just about today—it's about preparing for tomorrow.

This material is provided for informational purposes only and should not be used as the basis for any financial decisions. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees. Life Insurance offered through Strategy Financial Insurance, LLC. Fees and commissions will vary by product. We use the marketing name 'Strategy Financial Group' in describing the collective services offered through our affiliated companies. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

Everyone has that one piece of advice they've never forgotten.Maybe it came from a parent.A grandparent.A mentor.A frien...
09/27/2026

Everyone has that one piece of advice they've never forgotten.

Maybe it came from a parent.
A grandparent.
A mentor.
A friend.

💬 What's the best advice you've ever received?

Share it below—you never know who might need to hear it today.

Retirement Vocabulary: Medicare Part BMedicare Part B is the portion of Medicare that generally helps cover services suc...
09/26/2026

Retirement Vocabulary: Medicare Part B

Medicare Part B is the portion of Medicare that generally helps cover services such as doctor visits, outpatient care, and many preventive services. Unlike Medicare Part A, Part B typically requires a monthly premium, and the amount may vary depending on your circumstances.

Understanding what Medicare Part B covers—and when to enroll—can be an important part of preparing for retirement and helping avoid potential late enrollment penalties.

Because Medicare rules can vary based on your situation, it's important to review your options before making enrollment decisions.

Strategy Financial Group is not associated with, or endorsed by, the Centers for Medicare & Medicaid Services or any governmental agency. We use the marketing name 'Strategy Financial Group' in describing the collective services offered through our affiliated companies. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

💡 Did You Know?💼 In 1978, Congress added Section 401(k) to the Internal Revenue Code, creating the framework for one of ...
09/25/2026

💡 Did You Know?

💼 In 1978, Congress added Section 401(k) to the Internal Revenue Code, creating the framework for one of today's most common workplace retirement savings plans.

📈 While 401(k) plans became widely available in the years that followed, they have since helped millions of Americans save for retirement through payroll contributions and, in many cases, employer matching contributions.

🏖️ Today, a 401(k) remains an important retirement savings tool for many workers, but understanding how it fits into your overall financial plan is just as important as contributing to one.

We use the marketing name 'Strategy Financial Group' in describing the collective services offered through our affiliated companies. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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7010 E. Chauncey Lane, Suite 130
Phoenix, AZ
85054

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
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Friday 9am - 1pm

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