We believe finacial coaching is the next evolution to the traditional planning model.

Financial coaching brings back the educational component that was lost with the financial planning process over the years. Financial coaching teaches lifelong investment and risk management philosophies instead of focusing on product sales.

Asset Management
Asset Management is another component of the financial coaching; it is the investment process that we take our clients through. We utilize a very unique investment philosophy called Free Market Portfolio Theory (FMPT).

Jay and Brian subscribe to the philosophy that is both possible and prudent to apply the academic research of the past fifty years to better understand the process of successful investing.

Wealth Management
Wealth Strategies is a component of the financial coaching process. It is an independent, objective process to provide a range of inter-related services in a consultative manner. What does this mean? It means knowing clients well enough to help them assemble and manage a team of professionals who can work together to address the various aspects of a client's complicated financial life.

Financial Strategies Group is not a Registered Investment Advisor. Financial Strategies Group offers financial planning services through Lincoln Financial Securities Corporation.