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Strategic Wealth Planning
Strategic Wealth Planning
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    SWP utilizes comprehensive strategies
    to safeguard
    you and your family.
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    SWP utilizes comprehensive strategies
    to safeguard
    you and your family.

You & Your Family

  • Retirement Planning

  • “Time is on your side” is one constant in retirement planning. Your SWP plan will address how to retire in the style you deserve.

  • Life Insurance

  • Whether for protection or investment, life insurance is an integral part of any well-considered plan.

  • Risk Management

  • Risk management requires that you carry adequate insurance on your property (both real estate and personal property) and that you have catastrophic liability coverage in the event that you or a family member causes harm to property or another person.

  • Investment Opportunities

  • Investments are an important part of your plan. Choosing the appropriate type of investment considering your risk tolerance is paramount. The SWP professionals can assist you in selecting the correct investments, including publically traded and non-publically traded options.

    • Stocks, bonds, mutual funds, ETFs
    • REITS and private placements
    • Annuities
Read our blog
Stay up to speed with what’s happening in the world of finance.
  • Charitable and Personal Gifting in 2019
    November 8, 2019
  • Constructing a Real Assets Portfolio by Stephen Blum
    September 12, 2019
  • 50 or over in 2019? Consider a “catch-up” contribution to your retirement plan!
    June 25, 2019
  • 4 reasons why life insurance for children (and grandchildren) may be an appropriate financial planning strategy.
    February 19, 2019
Strategic Wealth Planning
14900 Landmark Blvd. Suite 460
Dallas, TX 75254
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    (866) 451-6352
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  • Email
    info@awealthplan.com

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