6455 South Yosemite Street
To help you along your financial journey, we offer you the following answers to our most frequently asked questions:
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. Strategic Wealth Partners utilizes STRATEGIES with a long term vision. We're not here for the quick sale. We want clients for life.
Who is Strategic Wealth Partners?
Karen, Jessey, ChFC®, CLU®, RICP®, CExP™
Neill Turner, CExP™
And their supporting team of
Melissa Chastain Harris, Director of Operations
Nisha Brushaber, Director of Investments
Kim Jessey, Client Relationship Manager
How do I start? Where do I begin?
Contact us at (303)-741-6181 to set up an introductory phone call with Neill. You have questions, we have questions. It must be a fit for both of us.
What does this cost?
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?
You say you offer The Living Balance Sheet ®. What is that?
The Living Balance Sheet® is a comprehensive tool we us in 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 2005-2023, The Guardian Life Insurance Company of America
Why do I need to consider having 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.
We act as #FinancialCoaches, educating, cheering, empowering, and sometimes holding you accountable. We here to help you on your Path to Confidence, if YOU are ready.