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STRATEGIC WEALTH PARTNERS

Grow your wealth and expand your horizons

Due to the Covid-19 pandemic, our offices are closed - please call directly at 949-306-0353

TAX-FREE STRATEGIES     RETIREMENT PLANNING     S.S. MAXIMIZATION 

Strategic Wealth Partners will help you accumulate and distribute money in the most tax-efficient, safe manner

Receive income that will last a lifetime

Whether your long-term objective is to build a source of guaranteed lifetime income by removing the market volatility and risk in your retirement assets, 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. 

How Do You Rate Your Retirement Plan?

Imagine how your outlook would change if you were able to PREDICT how your retirement would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed? Would you have more hope? Would you be more confident and optimistic about your retirement?

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.

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The information and comparisons that may be presented on this site and any printable forms are not securities-related and the topics presented do not participate in the stock market nor are they stock market investments. Any guarantees are backed by the claims-paying ability of the insurance company and are subject to change. The real life cases presented are for informational purposes and illustrative purposes only. They should not be deemed a representation of past or guarantee future results. The cases do not represent any specific product, nor do they reflect sales charges or other expenses that may be required for some policies. No representation is made as to the accuracy of the analysis. All investments involve varying levels and types of risks.