Strategus Finanacial Consulting, LLC. Employee Directory
Financial ServicesTexas, United States2-10 Employees
Strategus Financial Consulting, LLC operates in the financial services sector, offering a three-phase approach—assessment, education, and execution—to help clients establish financial strategies aimed at preserving and growing their legacy. The firm emphasizes purpose-driven planning, focusing on protecting the visions and values of clients and their loved ones. Based in Addison, Texas, the company serves a private client segment, guiding them through strategic financial planning to fulfill potential for their organizations or families. The practice integrates a relationship with Principal Financial Group products in its advisory framework, while noting it is not an affiliate of Principal Financial Group. The organization is small in size, positioning itself as a boutique firm within the broader financial services landscape.