Strategos Group

Take control of your financial future with these 5 key strategies! 💡 Whether you’re just starting or refining your approach, remember to prepare a plan, use debt wisely, align your goals, review regularly, and be kind to yourself along the way. Learn more at www.strategosgroup.ca. #FinancialPlanning #SmartFinance #StrategosGroup

Achieve balance by merging the Five Bucket System with control categories, guided by a Statement of Financial Purpose for intentional and resilient life planning. post https://wix.to/BOc9r7r

Discover the power of a statement of financial purpose and how it can guide every financial decision. Learn how a single, clear purpose helps you achieve security, fulfillment, and a lasting legacy for your family. https://wix.to/nUlzAKE #newblogpost

With new pension rules, you can now access up to 50% of your locked-in retirement funds at 55! This flexibility is empowering, but there are things to consider, like tax efficiency and longevity risk. Dive into our guide to help you make informed decisions.

Thinking about the future of your family business? Succession planning is more than a transition—it’s about preserving your legacy and creating a roadmap that supports every generation. Visit our website to explore how we make the process seamless, with expert guidance and tailored retreats that bring together your trusted advisors. Start building a sustainable future today

What’s Your Statement of Financial Purpose? At Strategos, we help clients create a "statement of financial purpose." Think of it as your personal mission statement, a guiding star that keeps you on course in every financial decision. Why are you working toward your goals? What truly matters when it comes to your finances? A clear statement of purpose simplifies tough choices and keeps you focused on what counts. It’s more than just a plan—it’s the why behind it. Ready to find your north star?

With new pension rules, you will soon be able to access up to 50% of your locked-in retirement funds at 55! This flexibility is empowering, but there are things to consider, like tax efficiency and longevity risk. Dive into our guide to help you make informed decisions. https://wix.to/FOafqMt #newblogpost

Take control of your financial future with these 5 key strategies! 💡 Whether you’re just starting or refining your approach, remember to prepare a plan, use debt wisely, align your goals, review regularly, and be kind to yourself along the way. Learn more at www.strategosgroup.ca. #FinancialPlanning #SmartFinance #StrategosGroup

Over 70% of family businesses fail to transition to the second generation. Our expert-led Succession Planning process, including a weekend retreat, ensures your family legacy continues. Learn more or download our whitepaper today!

At Strategos Group, we believe in transparent, unbiased financial advice. Our fee-for-service model means no hidden costs, just straightforward planning to help you reach your goals. Curious about how this could work for you? Schedule a meeting today