Palm Beach Insurance Advisory Group

Strategic Retirement Group, based in Stuart, Florida, is an independent financial planning and investment management firm that operates as fiduciaries, always acting in the best interest of their clients. With a deep commitment to client goals, SRG provides comprehensive financial planning and wealth management services, offering objective advice and access to a wide range of investment options. The experienced team at SRG focuses on helping clients become retirement ready through their personalized approach to financial planning. As investment adviser representatives, they prioritize providing customized solutions and a broad universe of investment choices to assist clients in achieving their financial objectives.Generated from the website

While with Farmers Insurance we won numerous awards for our quality of operations. Farmers was a great place to learn the insurance business but Mike always felt our service was incomplete without the ability to offer our customers multiple choices like an Independent Agent could. In 2004 Mike and his wife, Amy, became empty-nesters; which happened to coincide with a brutal Midwest winter. One morning after a little ice storm, Mike pushed the garage door opener and the arm ripped right out of the door, the door was frozen to the ground. That night Mike presented Amy with a plan of moving to South Florida and opening an Independent Agency. Amy was all in, on one condition, their daughter, Megan Wiglesworth, son-in-law, me, their two grandkids and their son, Mark Rindom would all have to agree to join us. Done! Not too difficult convincing a couple of 23-year-olds, fresh out of college to head to Florida.

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