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
The SECURE 2.0 Act – Strengthening Americans Retirement Opportunities
The SECURE 2.0 Act is now law. This new Act, passed to strengthen Americans retirement savings options, builds on the SECURE Act of 2019 (“Setting Every Community Up for Retirement Enhancement”). The goal of both [...]
2022 Year End Financial Check List
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
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 [...]