Planning to safeguard your legacy
We are here to MAKE SURE these thoughts never keep you up at night
- Is my portfolio too risky?
- What if I run out of money or live longer than expected?
- How will my family be provided for if I am not around?
- What happens if we need long-term care?
- How do I ensure my children handle their inheritance responsibly?
WE CAN HELP YOU ACHIEVE THE LIFE YOU ENVISION
Strategic Wealth Partners takes a comprehensive approach to financial planning. We help our clients create custom plans to consider all aspects of their financial lives – from investing to retirement and estate planning.
Taking a complete view of your financial well-being allows us to provide a holistic view of your financial situation and create a plan tailored to your needs and goals
- Have all aspects of your financial life covered.
- Get an unbiased, third–party perspective on your finances.
- Enjoy the confidence knowing you're making the best decisions for your future.
Whether you want to retire early, buy a home, travel the world, or anything in between, we can help you make it happen.
We understand the challenges you're facing
We know trying to navigate the financial world can be daunting. And everyone deserves to feel confident, knowing they've done all the work necessary to obtain the life they envision. We take a stewardship approach to wealth, creating dynamic plans that allow us to refine as circumstances and expectations change.
We have over 22 years of experience helping people achieve their financial goals. We will work with you to create a comprehensive plan to consider all aspects of your financial life so you can make confident decisions about your money.
ARE WE OKAY?
You’ve succeeded in many ways, but you may wonder, “How much do we need to protect our lifestyle?”
IS OUR FAMILY OKAY?
Once you and your spouse are “OK”, what does it mean for your family to be “OK”?
IS OUR COMMUNITY OKAY?
Will you be able to give back to the community or the charities you choose?
STEP 1
THE CLARITY MEETING™
We discuss what is truly important to you, your goals, where you are and where you would like to go. You will see that our integrated team approach delivers unique estate, business succession, investment planning, insurance and tax reduction strategies. Our relationship begins with the agreement that there is essential work to be done.
STEP 2
THE ABUNDANT LIFE BUILDER™
We work together to gain a thorough understanding of your family’s financial philosophy. Knowing your specific situation and objectives allow us to explore opportunities not previously considered.
STEP 3
THE CONFIDENCE EXPANDER™
The foundation of your plan begins to take form. Your personal goals and financial situation are confirmed. Sophisticated strategies are presented in a clear way to determine what is best for your goals and objectives. These strategies are prioritized, and decisions are made.
STEP 4
THE EMPOWERMENT PROCESS™
Without well-orchestrated implementation, even the best financial plan is not worth the paper it is printed on. Using professional persistence and a team approach, we take your plan from concept to reality.
STEP 5
THE ACCOMPLISHMENT NAVIGATOR™
We understand that financial planning, much like life, is not a straight and narrow road. We continue to move in your chosen direction. Together, we make necessary adjustments due to changes in your situation, tax laws, and the economy. As your goals and objectives change over time, we are here to assist and cooridinate to make sure your plan evolves with them.
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FOUNDATIONAL PLANNING
With your unique goals in mind you’ll gain the pillars needed to have a secure financial foundation.
RETIREMENT INCOME PLANNING
With a custom road-map for your retirement you’ll have a clear plan with accountability and flexibility as your life and goals develop.
COMPREHENSIVE WEALTH PLANNING
A truly holistic wealth management approach, this concierge full-scope process encompasses every financial detail of your legacy.
Schedule a Consultation
We will get to know you and your unique financial situation.
Get a comprehensive plan
We will create a custom financial plan that accounts for all aspects of your life.
Relax, knowing you've done the planning
We will review and update your plan as your life changes, so you can always stay on track.
A daughter taking over the reins.
The patriarch of the family handled the finances; his wife was not in a place in her life to manage the finances herself. The daughter found SWP to help settle the estate and to take advantage of as many estate planning techniques as possible to ensure the assets would fulfill the goals and wishes of her father and last for as many generations as possible. In a protected and tax-efficient manner.
A couple ready to retire soon,
looking for peace of mind.
Our clients approached us with concerns that their current investment portfolio was not aligned with their long-term goals and risk tolerance, despite working with a well-known investment manager. They had not yet received comprehensive financial planning to determine if they were on track to meet their goals. After conducting a thorough review of their portfolio, risk management, and estate planning, we found that their portfolio was heavily concentrated in stocks, which was not suitable for their goal of retiring in 5 years. We reallocated their assets and successfully protected them from significant losses during a period of heavy market volatility.
A client fearful of the market,
wanting a planner they could trust.
This referral was very fearful of market volatility and pulled all of her assets out of the market into cash. After our comprehensive financial plan, she could see we could develop an investment portfolio with *guaranteed income that allowed her the peace of mind and clarity that she would not outlive her income. She would also be able to pass on assets to her children.
*The portfolio included an annuity product with a guaranteed income rider.
YOUR PERSONAL WEALTH MANAGEMENT PLATFORM
Provides a complete view of your investment holdings and transactions, along with a variety of performance and evaluation reporting.
Discover Your Personal Risk Score in 3 Minutes
It’s time to take control of your financial future with personalized risk management. Our exclusive quiz will help you discover your personal risk score in just 3 minutes. By understanding your unique financial goals and risk tolerance, you can make informed decisions that align with your long-term objectives.
Gone are the days of cookie-cutter advice.
The riskalyze score removes stereotypical labels like “conservative” or “moderate” investors and offers a risk score as unique as your needs.
Take the quiz now and start your journey toward financial success. As a fiduciary, it’s our duty to provide clients with the best possible recommendations.
Our business is built on a foundation of thoughtful client relationships.