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Strategic Wealth Planning2021-06-28T08:37:19-05:00

Our 3 Core Strategies

Strategic Wealth Planning will develop your personal financial blueprint using our 3 Core Strategies:

Safeguard You & Your Family

Strengthen Your Business

Preserve & Enhance Your Estate

Why Choose Strategic Wealth Planning

At SWP, your plan is more than an investment portfolio; it is a blue print of your entire financial life. We create comprehensive financial plans. Before you build a house, you create a blue print. Before you invest your money, buy life insurance, or create a trust, you need a financial blueprint, a SWP Plan.

Why Choose SWP

The Benefits of AWealthBox

Consolidate your financial information and store your important documents like wills, trusts and directives.
SWP planning clients enjoy access to this secure program.

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Latest Updates

RMDs are required in 2021!

By |July 13th, 2021|

There were two major changes to required minimum distributions (RMD’s) in 2020[1].  The first change was the age increase from 70½ to 72 as a [...]

How You Title Personal Accounts Matters!

By |February 12th, 2021|

We are often asked the important question “How should I title my/our personal investment or bank account” or “what is the correct way to title [...]

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