8755 West Higgins Road, Suite 200
Chicago, IL 60631
773.867.3604, 773.380.8515
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Planning Process

Over the years we have developed a finely tuned process that has been specifically designed to capture the myriad of financial planning objectives our clients have. This detailed and comprehensive process has received national recognition from the Financial Planning Association (FPA®).

Click below to learn more about The Strategic Private Advisory Group’s Comprehensive Financial Planning Process.

 

Our Family Office Approach

We act as a family office for our high net worth clientele that do not have the time and/or the desire to coordinate the intricacies of their Financial Planning throughout the year.

Our professional relationships with our clientele are constantly evolving due to the long-term nature of the Financial Planning Process. We believe in consistent monitoring of our clients unique, personal situations. Client objectives are not static; thus, frequent communication is important in order for us to provide dynamic, relevant financial planning strategies that develop with our clients changing needs and goals.

 

Implementation Capabilities

During our client's Financial Planning Process, a variety of alternatives may be outlined to better suit their current objectives. If our clients choose, they have the ability to implement the decisions they make through our Open Architecture platform. This provides them with access to a broad spectrum of financial solutions which includes:

  • Customized strategic and tactical asset management programs
  • Alternative investments including but not limited to - hedge fund of funds, managed futures, non-traded REITs, and absolute returns strategies
  • Industry-leading insurance (life, long-term care, disability) and annuity providers

With access to an abundance of platforms, products and companies, our client's can be confident that we will provide them with the most innovative, appropriate and objective solutions for their particular financial situation.

 

Advisor Collaboration

During the Financial Planning Process we uncover that many of our clients have strategic, trusted advisors already in place. These advisors consist of attorneys, accountants, and consultants who have executed many planning strategies on their behalf (will, trusts, business agreements, etc.). Our work acts as a supplement to the services already provided by these trusted advisors. Through our cross-disciplinary approach, we help indentify and resolve coordination gaps that many of our clients face. We work closely with our clients existing advisors to help ensure that all objectives are efficiently met.