At Strategic Wealth Consulting Group, Inc. we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.
Comprehensive Wealth Planning | Portfolio Design |
| Investment Management | Insurance Strategies / Consulting |
| Retirement Planning | Educational Planning |
| Pension Consulting | Defined Contribtion Plans 401(k) Development and Management |
| Defined Benefit Plans | Securities Trading |
| Tax Services | Professional-Referral- CPA-Attorney |
| Small Business Planning | Educational Seminars |
| Effeciency Plan Review | Alternative Investments |
Medical Professionals Integrated Financial Planning - Practice Structure - Practice Transition
- Retirement Planning
- Risk Management - Portfolio Design - Asset Protection - Qualified Plans
- Estate Planning
- Business Rick Management
| Business Owners Integrated Financial Planning - Structure - Risk Management Insurance Strategies & Planning
- Portfolio Design - Asset Protection |
Brochures
Financial Planning
What should you be invested in? There is no one answer to this question. A financial planner can help you determine what investments are right for you, your family and your lifestyle.
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Asset Management
Successful investing involves time, discipline and a carefully selected balance of investment vehicles. Asset management is perhaps the single most important investment strategy.
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Retirement Planning
With life expectancies increasing, many people spend up to one-third of their lifespan in retirement. So it's essential to prepare for these years, and put your investments to work to account for them.
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Estate Planning
Estate taxes can deplete up to 50 percent of their total estate. Taking appropriate steps to develop a sound estate plan can provide for effective preservation and transfer of assets to your loved ones.
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Fixed Income
Bonds provide investors with a wide range of investment opportunities than can complement a portfolio. Also known as fixed income investments, bonds are loans investors make to issuers.
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Insurance Strategies
Planning for unforeseen events is one of the most often overlooked aspects of financial planning. Just one unfortunate event can quickly erode the value of a plan if you don't have appropriate insurance.
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