Strategic Wealth Partners will help you accumulate and distribute money in the most tax-efficient, safe manner
Applying for college can be a stressful time for both students and parents. The many choices, the forms, the time, the cost — it can all become overwhelming quickly. Having a skilled and experienced partner to help you navigate the college-bound process makes all the difference. We are with you from start to finish, turning process into progress, so that in the end, you’re able to select a college with confidence, clarity and certainty.
Receive income that will last a lifetime
Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, Strategic Wealth Partners can help by offering solutions with benefits designed to meet your retirement needs. There are 3 key benefits to producing lifetime income.
Uncover the strategies used by the wealthy
For years, we've studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlining commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
Maximize the amount of benefit
you receive from Social Security
There are over 531 ways to claim Social Security. Which one are you going to choose? Strategic Wealth Partners offers a complimentary service that will show your optimal retirement strategy when claiming your Social Security income.