Welcome to Strellner Agency Group
The Strellner Agency Group has had an amazing 700% increase in business expansion in the last 20 years! Our goal remains to work with individuals and small business owners to provide value to define and achieve their financial goals. The “Team Approach” used with partnering our experienced and younger Advisors continues to be at the heart of the success of our clients, as well as our Agency. It is our pledge to be here when you need us the most and be your “Friend for Life”.
Thank you for your business and friendship!
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The true cost of raising a child may be far more than you expect.
These food myths will really put a drain on your wallet.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
At what point can you call a personal vehicle commercial?
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here are five facts about Social Security that might surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a quick guide to checking to see if you have unclaimed money.