COLLEGE and RETIREMENT TOOLS
COLLEGE and RETIREMENT TOOLS
FREE Tools To Utilize For College Planning and Retirement
21 Point Checklist
Our 21 point checklist is an essential checklist to make sure you have everything in place to not only protect everything you worked hard for, but - 7 essential financial documents done right now… to protect you and your family from both financial and health hardships. These documents, which are free to you, can be the difference of…
-
Spending thousands unnecessarily…
-
Getting bogged down in both medical and financial red tape…
-
Create an unending burden of stress…
Instead, by having these 7 things done properly…you can make sure any unforeseen problems in the future will be handled much more easily and efficiently.
Please reach out and schedule a time for me to assist you with filling out and filing these important documents.
21 Point Checklist
Our 21 point checklist is an essential checklist to make sure you have everything in place to not only protect everything you worked hard for, but - 7 essential financial documents done right now… to protect you and your family from both financial and health hardships. These documents, which are free to you, can be the difference of…
-
Spending thousands unnecessarily…
-
Getting bogged down in both medical and financial red tape…
-
Create an unending burden of stress…
Instead, by having these 7 things done properly…you can make sure any unforeseen problems in the future will be handled much more easily and efficiently.
Please reach out and schedule a time for me to assist you with filling out and filing these important documents.
21 Point Checklist
Our 21 point checklist is an essential checklist to make sure you have everything in place to not only protect everything you worked hard for, but - 7 essential financial documents done right now… to protect you and your family from both financial and health hardships. These documents, which are free to you, can be the difference of…
-
Spending thousands unnecessarily…
-
Getting bogged down in both medical and financial red tape…
-
Create an unending burden of stress…
Instead, by having these 7 things done properly…you can make sure any unforeseen problems in the future will be handled much more easily and efficiently.
Please reach out and schedule a time for me to assist you with filling out and filing these important documents.
Grow your wealth and expand your horizons
Everyone’s goals are unique. Your path to pursue them should be too. That’s why we get to know who you are and what matters most to you before tailoring a personalized strategy to get you there.
Tax-Free Strategies Retirement Planning
Reducing Business Owner's Risks, Taxes and Expenses
Strategic Wealth Partners, LLC 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, LLC can help by offering solutions with benefits designed to meet your retirement needs.
Business Owners: Would You Like To Reduce Your Business Expenses, Taxes and Risk?
Working with business owners and their CPA is not a matter of luck or guesswork. It comes down to understanding the business and CPA industry, the challenges they face by partnering with them to provide unique, high-level solutions for their clients.
Maximize the amount of benefit
you receive from Social Security
There are literally hundreds of 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.
