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
“Trusted Contact Person” – Who, Why, How?
Article by Stephen Blum In 2018, the Financial Industry Regulatory Authority (FINRA) adopted a new rule which allows an investor to authorize her or his [...]
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 [...]