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Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. 


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. 


Grow your wealth and expand your horizons

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

College Planning 

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.