Broker Check

FAQ

Frequently Asked Questions  

To help you along your financial journey, we offer you the following answers to our most frequently asked questions:

Would you like to learn more? Call us at 303-741-6181 and we'll be happy to fill you in.


Why are you different?

We look at the big financial picture. We do not focus on one product but rather incorporate strategies used by the wealthy. We teach you the truth about money and how money works in the business world.

 

Who is Strategic Wealth Parthers?

A collection of like-minded financial professionals.
 

How do I start? Where do I begin?

Contact us at (303)-741-6181 to set up an introductory meeting to see if we're a fit for each other. It must be right for you and right for us.

 

What does this cost?

There is no charge for the initial consultation. However, depending on your situation and the strategies used, there may be a fee, which will be fully disclosed at that time.
 

If I already choose my own investments or use my broker recommendations, why should I meet with you?

Our work is unique. Most investment advisors and other financial professionals focus on only one or two aspects of your financial life. We evaluate and coordinate ALL aspects of your financial life. We're not here to replace all the members of your team or products that are working well for you. By utilizing a holistic view we work at making your money more efficient and productive. Our uncommon approach goes beyond just the picking of products. Like a game of chess, we focus on understanding how all your financial vehicles, wills, insurances, debt structure should work together. We also assist your other advisors to perform for you at a higher level.
 

What questions will be answered during the process?

  • What is the true cost of my current plan?
  • Given my current planning, am I betting my results on the idea that taxes will be lower in the future than they are today?
  • Will I be in the lowest tax bracket when I retire?
  • How does all this fit together and is it working to meet my future retirement goals?
  • Why has no one pointed this out to me before?
You will have a basic understanding of why we recommend certain plans and strategies. We want you to understand how they work and why they are important to your financial success.
 

You say you offer The Living Balance Sheet ®. What is that?

The Living Balance Sheet® is an exciting addition to our practice. It is your own, personal financial website where you can see your own financial picture - mortgages, 401(k)'s, investments, etc. - updated daily. The Living Balance Sheet® is Guardian's electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of Guardian.© Copyright 2005-2016, The Guardian Life Insurance Company of America

 

Why do I need a Financial Advisor?

Successful people don't go at this alone. Successful people have a team of trusted specialists (CPA, attorneys, lenders) guiding them, which frees up time for concentration on their own unique abilities.