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
RMDs are required in 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!
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 [...]
As 2020 draws to a close, some year-end tax and savings strategies for your consideration.
Dear SWP Client, We want to provide you with some tax planning strategies as well as some savings tips for you to consider as 2020 [...]