Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Derek Schanhofer, Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Strategic Financial Group, Ameriprise Client Experience Award, 2020, 2021

Honored to be recognized in Forbes

The Strategic Financial team would like to congratulate Derek Schanhofer on being named to the 2022 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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