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It is our mission to empower people to make smarter, healthier financial decisions.

It is not about us, it is about you. At Strategic Wealth Partners, we will show you how you can be in control of your financial future.

We understand that everyone's situation is unique; which means your plan is created and tailored specifically for you. We dive deep to understand your life, your financial picture, your goals, your family dynamics, and your personal values. This affords us a holistic view of your world to ensure that all the pieces are working together efficiently and effectively, while helping to ensure you and your loved ones are protected from life's uncertainties.

It is our goal that you feel confident and prepared to achieve your goals and dreams. We will be here to help coach and educate you through all the stages of your life to achieve financial balance, so you can take control of where you are and where you want to be.

Helpful Content

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

 

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Business Succession Planning Blueprint

Is succession a part of your strategic business plan? It should be.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

More Than a Paycheck

Understanding the basics of disability income protection.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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