Cassidy Krich
Case Management Supervisor at Financial Strategies Group, LLC - , Illinois, United States
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Financial Strategies Group, LLC
Cassidy Krich's Company Details
Five managing Partners with, on average, over 20 years experience each in the Financial Services Industry. Along with our 18 Regional Specialists, we bring complimentary backgrounds, to assist in the planning process for the Advisors we support.Our mission is to exceed client expectations in both service and performance. We accomplish this by using unique custom financial strategies. All clients' solutions are tailored to meet their personal goals and objectives. FSG is chartered to support the Representatives by providing Estate and Business Strategies, Insurance Marketing and advice using a platform of advised choice.Wealth Preservation and Transfer (Comprehensive Estate Planning, Asset Protection, Family Protection, Charitable Planning, Life Insurance Strategies and issues associated with a Long-Term illness)Wealth Accumulation(Qualified and Non-Qualified Retirement Planning and Retirement Distribution Strategies)Business Planning(Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits)