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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

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Measuring Up To Your Potential

Measuring Up To Your Potential

Ever wonder what separates the folks who are financially comfortable from the rest of us?

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Keep Your Credit Score on the Upswing

Your FICO score matters more than you may realize.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Retirement Plan Distributions

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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