Business Description | Strategy First Financial Group is a fully diversified non-captive fund management agency. We work with over 40 A and A Plus rated companies (Prudential, Foresters, Legal&General, Pacific Life etc.) to fulfill our promise to our clients - that is, to maximize assets while reducing taxes. With over 200 agents through 13 states our goal is to inform those unaware of the advantages of the right 'vehicle' to get you and/or your company (small or large) to the destination you want to, financially. Consults are always free, of course, and we look forward to speaking with you soon!
Remember - Your money is best used working for You, no one else. |
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Address | 2250 Corporate Plaza Parkway, Suite 101 Smyrna, Georgia 30080 | |
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Directory Category | Insurance | Insurance Network |
Business Categories | Insurance - consultants Insurance - Group Insurance - Health & Accident Insurance Insurance - Life Financial - Planning Consultants. | | | |
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Services | Our mantra is to Maximize Assets while Minimizing Taxes. We work within all area's of financial services. Planning, insurance, annuity management, group programs for small business etc... |
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"Hottest" Selling Service | group 401k management, Indexed Universal Life assurance (IUL - a no loss product when utilized properly) |
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Specializes In | We're a full service agency - we offer all aspects of insurance and financial services. From health insurance to annuities, single premium income accounts to business 401k management. Our association with the top 40 carriers in the U.S. allows us to offer solutions for all - individuals and business. |
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How I Got Started | 17 years ago the owners of the agency saw a lack of focus in how financial services were seen by, and offered, to the public. Coming from that viewpoint, a decision was made to offer a selection of services geared towards education and fulfillment of client needs. Which is why we put a strategy in place to take you where you want to go, financially. |
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Favorite Part Of The Business | The ''Wow!'' we always receive when clients see exactly what we can do with their funds. From federal employee programs to retiree income fund management - if its already good, we tell you so. It DOES happen sometimes, but usually when folks go two or three years without hearing from the agent that sold them the policy, we know....something needs to be done. We show what we can do with it, then folks go ''Wow!'' |
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Customer Can Expect | The truth, as it is now.
A glimpse of what we can make their future.
Options that allow them control of what will happen.
Yearly reviews, with no expectations on our behalf.
The Truth.
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Competes On | Convenience Price Service Selection Value Expertise |
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What Sets Us Apart | As we're a non-captive agency (that is, we don't have any specific company we're 'pushing' - many say they are, few really are) prospective clients and those in review always - always! - receive only options that apply to them, at their own 'comfort' level. |
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Education | Each agent has their own background; each specialist has qualified to work in their specific area. |
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Licenses | all necessary to perform our functions for each of the states that we work in. |
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Methods Of Payment | Visa, American Express, Master Card, Check, Cashier's Check, Debit Card |
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