Regardless of your age, income, or lifestyle, your financial decisions impact your future. Expert financial planning can make the difference between financial difficulty and financial security for yourself and your family.
Robert A. Mecca has a passion for helping people accumulate wealth and protect their assets. SFG Mecca Division operates with the full support and resources of Strategic Financial Group, LLC (SFG) to better serve their clients.
Who Are We?
SFG Mecca Division, led by Robert A. Mecca, CFP®, MBA, provides independent and fee-only financial planning and wealth management services. For over 25 years, Bob owned and operated Robert A. Mecca & Associates, LTD an advisory firm located in Hoffman Estates, IL servicing clients from coast to coast. In looking to enhance his client offerings and provide a long term secure solution for his clients, Bob completed the sale of his business to Strategic Financial Group, LLC. Effective April 8th, 2016 Bob and his entire staff joined the team of SFG.
Strategic Financial Group, LLC (SFG) is an integrated and comprehensive wealth management firm that has been helping a select group of families, businesses, individuals, and institutions achieve their financial planning and wealth management goals since 1996. With a business practice modeled after family offices, SFG takes a holistic approach to financial planning for its clients. Each SFG client has a tailored team of highly skilled professionals suited to solve the issues and financial concerns unique to that client’s financial situation.
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Our comprehensive financial services including:
- Independent Investment Portfolio Analysis
- Preparing for a Secure and Comfortable Retirement
- Proactive Asset Wealth Management
- Cash Flow Maximization
- College Expense Counseling
- Sudden Wealth Assistance
- Objective Insurance Evaluation
- Tax Reduction Strategies
- Legacy and Estate Planning Consultation
- Business Profit Planning
- Designing Business Retirement Benefit Plans
- Private Wealth Management
- Divorce Planning
SFG Mecca Division is conveniently located in the Chicago Suburbs with offices in Hoffman Estates, Burr Ridge, and Chicago, IL. Strategic Financial Group, LLC operates an additional 4 offices in the state of Indiana and services clients throughout the nation.
What Are the Advantages of Partnering with Us?
We are independent and fee based. We don't represent a bank, broker firm, insurance company, or mutual fund. As a result, we don't have any hidden agendas and don't take commissions. We hold ourselves as fiduciaries to our clients, which requires that our advice be in their best interest.
Read About Us for more information.
What Types of Trustworthy Guidance Can I Receive?
As a Registered Investment Advisor, we can provide you with a comprehensive range of services. Along with our professional network of associates, we can help you:
- Make your money work harder and smarter
- Select investments, such as stocks, bonds, and mutual funds.
- Save for college while reducing taxes.
- Plan for retirement (401(k), 403b, 457, IRA, Roth IRA, and rollovers).
- Manage business finances and improve cash flow.
- Minimize tax liability.
- Retain proper insurance coverage in a cost effective manner.
- Plan your estate.
Are My Discussions With SFG Confidential?
All discussions with advisors of SFG are kept highly confidential. We are most sensitive to your personal financial situation and pledge a high degree of confidentiality. SFG Mecca Division prides itself on integrity and trustworthiness.
Did You Know?
There are an estimated 600,000 or more financial advisors in this country but only a small percentage are independent, certified, and fee only.
Contact us and find out how you can move forward on the right financial path.
Troubled times call for expert advice
We are living in uncertain times with great volatility. A well-qualified CERTIFIED FINANCIAL PLANNER (CFP)® who is fee-only may be your best choice for help. An experienced professional can properly steer you through troubled waters and guide you towards a more secure financial future. A professional who has taught finances and investments for 30 years could explain complex issues in easy-to-understand terms. An experienced person with high integrity and a passion for his job has significant value.
In these troubling times, you don't want to work with anyone less qualified.
Make an appointment to discuss your individual concerns by calling 888-363-7147 Ext. 212.
Relationship-based Financial Planning: What You Receive
- A personalized financial plan with a thorough evaluation of your finances and detailed strategies on what to hold, sell, and buy.
- Patient assistance in implementing your plan and referrals, if desired, to our network of trusted associates.
- Continual monitoring and periodic consultations to adjust your plan as circumstances change.
You work hard for your money. Is your money working hard for you?
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*YTD through 7/31/16