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

2022 Year End Financial Check List

By |November 11th, 2022|

As the Thanksgiving holiday approaches, we want to provide our clients with a financial year-end check list.  We encourage you to review the topics we have selected, knowing that they are important not only for [...]

  • Take Time to Review

Take Time to Review

By |June 24th, 2022|

The word ‘review” has a long list of synonyms:  analysis, audit, one-over, reconsideration, rethink, reassessment, fresh look, second look.  Webster’s dictionary defines “review” as “a formal assessment or examination of something with the possibility or [...]

  • Volatility and Risk

Volatility and Risk

By |February 23rd, 2022|

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 [...]

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