Broker Check



Have you ever had a long time friend surprise you with a story from their life - some great trip or some life experience that you never knew about?   We tend to see people around us as filling a role in our lives -- friend, teacher, helper, adviser.  The people around us have lives and they happen to serve a role in our lives.

We serve as financial guides but we're 3-D humans, eating out, raising families, and having our own life experiences.

This is the part of our website where we're going to bring in some financial insights, habits, thoughts, but also where we're going to talk about the other things in our lives.

Join us as we bring depth to who we are!

Karen, Neill, Melissa, Nisha, and Kim

Strategic Wealth Partners

Wednesday, April 3, 2024

You may make better financial decisions when you improve your financial literacy Did you know that 15% of people said their lack of financial literacy cost them $10,000 or more in 2022?1 With April being financial literacy month, it’s...

Wednesday, January 31, 2024

YOU need a plan -- a specific, strategic financial plan which allows you to move forward in your financial future towards a future YOU design and want –while living a good life and allowing you to focus on what you love.

Tuesday, October 31, 2023

As a business owner you may want to transfer or sell your business to the next generation, your children or key employees. Are they ready? Do they want the business? It takes time to transition out of your business successfully. Let's chat.

Thursday, August 3, 2023

Four Good Questions for a business owner to work through. A big part of being a successful business owner is your ability to ask questions. This innate curiosity allows your business to thrive, adjust, and evolve. Let's chat!

Thursday, April 27, 2023

How do I retain employees has to be one of the top questions business owners ask themselves. Here are some strategies to employ in your business.

Show All

Monday, April 17, 2023

Long-term planning is crucial for business owners because it enables them to set a clear direction and roadmap for their company's future. Here are some reasons why long-term planning is essential for business owners:Helps to set and...

Monday, April 17, 2023

Some things that business owners may not know or underestimate:The importance of market research: Many business owners underestimate the value of thorough market research before launching a new product or service. Without proper...

Friday, February 4, 2022

Wednesday, January 19, 2022

When should you start working with a financial planning professional? Query the internet and you’ll receive the full range from immediately to never. Here are our thoughts.

Friday, February 7, 2020

Success can be a nebulous concept. What one business owner considers success might only be a step on the path to success for you. What are some of the guidelines that you can use to foster the kinds of planning that achieve the...