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Our Mission Statement

Simply put, our mission is to serve our clients through establishing properly developed plans for wealth accumulation and distribution while providing education and strategies to organize, track and simplify their financial life.

Today's economic climate offers unprecedented opportunities. At The Strellner Agency Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap to help achieve those goals
  3. Ongoing reviews to help adjust their road map when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and seeks to meet both short- and long-term objectives.

On our web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to help fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on The Strellner Agency Group & Eric Kaestner's Team, please contact Eric Kaestner or one of our associates.