Stephanie Greene is a Financial Advisor & Planning Strategist who leverages skills from her former career as a Registered Nurse to provide clients with personal and holistic financial solutions. As Strategic Financial Group’s Certified Financial Planner™, she specializes in comprehensive retirement planning and distribution strategies, using the firm’s proprietary process, The Sequential FORMula.
Outside of work, Stephanie and her husband are active with fitness, enjoy traveling to new locations, and love spending time with their family.
Strategic Financial Group is a financial consulting firm in Grand Haven, Michigan, focusing on retirement planning. Recognizing client needs beyond investments, they developed their proprietary Sequential FORMula, a step-by-step process delivering personalized and comprehensive retirement blueprints. The Sequential FORMula is designed to continually adjust and monitor your important life and financial events to keep your retirement plan on track.
Financial Advisor & Planning Strategist
Investment Advisory Services are offered through Strategic Financial Group, L.L.C., a registered investment advisor. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. “Plan Smart, Retire Smart” is a trademark of Strategic Financial Group, L.L.C.
