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Our Services
Providing sound financial advice for your unique goals while reducing risk.
Our Process
Creating a multi-tiered strategy to reaching your goals with peace of mind.
Welcome To Signal Research Group, LLC
Signal Research Group (SRG) provides professional investment management services to individuals, corporations and institutions. Our team of experienced money managers uses tactical investing strategies based upon the historical ups and downs of the financial markets. We specialize in using technical indicators to recognize shifts in market momentum and have designed our products to take advantage of the unemotional power of math. Our proprietary tactical signals seek to preserve your capital in down trending markets. With SRG, you can expect the highest professional standards, insightful and non-emotional, objective advice.
Retirement Planning
Financial Strategies
Insurance Reviews
Estate Planning
Investment Strategies
Employee Benefits
Education Planning
Long-Term Care Planning
Your money matters.
Trust SRG for prudent strategies that span volatile times and allow you to experience the financial freedom you deserve.
Our 4-step process
Start Here
You are unique and different…your financial plan should be too
1. Getting to Know You
You are unique—dreams, level of achievements, goals, fears, timelines, health, and relationships. At Signal Research Group, our job is to understand your unique circumstances and address your deepest concerns. Enjoy your life on your own terms. Let’s talk about what’s important to you. What are your values and priorities? Where do you want to be in 5 years, 10 years or even 30 years? As your Investment Advisor, we will work alongside you every step of the way to develop the right strategy to get you where you want to go.
2. Analyze Your Information
Successful planning starts by getting your information. Whether your objectives are planning for cash flow in retirement, growing and preserving your wealth, business planning, or designing an effective and efficient estate, we can design a comprehensive and sustainable strategy with you. We combine your current financial situation with your values and priorities. We use sophisticated software to analyze your data and then match it with your goals and priorities. As your life changes, your investment adviser captures your information in a convenient, low-stress online environment.
3. Create your MAP
While analyzing your information, the last place you want to take a shortcut is at this bend in the road. Through the analysis process, a MAP (manageable action plan) is produced. This MAP will serve as a guide as you navigate the financial obstacles of life and will be there to help you successfully arrive at your destination. As life and the world around us constantly evolve, change, and transform, your investment and income planning must navigate any obstacles that threaten to derail your short-, medium-, and long-term goals. Your strategy must be designed with certain capabilities that can withstand any detours.
4. Ongoing Monitoring and Measuring
Communication is the key to any successful relationship. As your adviser will coordinate periodic review sessions to discuss, review, and modify the strategic framework, using key metrics to monitor what’s important to you and your success.
Life happens. Our advanced software, as well as our personal expertise, allows us to monitor and be proactive to make adjustments as your situation changes.
Let’s get started
Scheduling with us is easy. Please fill out the form for a personal visit, video, or phone consultation and our office will reach out to book the best time that works for your schedule.