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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A financial emergency can happen to anyone.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Lifestyle considerations in creating your retirement portfolio.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A few strategies that may help you prepare for the cost of higher education.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How do the markets usually react to elections? Was the 2016 election any different?
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.