Our 3 Core Strategies
Strategic Wealth Planning will develop your personal financial blueprint using our 3 Core Strategies:
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.
Latest Updates
Volatility and Risk
We understand that big market swings make investors nervous. We have received several questions about the current condition of the stock market and market volatility in particular. To answer those questions, we like to discuss [...]
2021 End-of-year Tax Planning Strategies
As 2021 draws to a close, we want to provide our clients with strategies for year-end tax planning. Retirement Account Contributions We suggest you maximize your retirement account contributions. For 2021, the maximum IRA or [...]
“Trusted Contact Person” – Who, Why, How?
In 2018, the Financial Industry Regulatory Authority (FINRA) adopted a new rule which allows an investor to authorize her or his adviser to contact another person, a “Trusted Contact Person,” in limited circumstances, for assistance [...]