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.