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Just as we move from Winter to Spring and Summer to Fall, we experience the seasons of life. Transitions take many forms - changes in occupation, marriage, divorce, disease, unexpected good fortune or unfortunate tragedies such as the death of a loved one. Each change is a new experience in need of guidance and financial planning.

Understanding Financial Planning

Financial planning is not a product…it’s a process. With each change in life, we want to assist you in this process, in the strictest of confidence. We help our clients define their financial goals and develop strategies to help meet those goals. The result can be a future with fewer financial surprises, and a lifestyle that may be more peaceful and confident.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to client support. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you define your financial goals and develop strategies to help meet those goals. We will do everything in our power to enhance your experience, keep you informed, and continue to provide proactive service to our clients.

Our Principle

Our Company is based on the principle that education and understanding of the financial industry is vital to the success of your financial plan. If you have any questions about Service 1 Financial Group or wish to schedule an appointment, send us an email or give us a call at 815-895-8989.