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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. 

Comprehensive and unbiased advice
​Strategic Wealth Partners was founded for the specific purpose of helping clients find their "true purpose" for money and to obtain clarity, confidence, and understanding of their savings objectives in order to achieve success in their retirement planning.

 

Our team are "wealth strategists" which is defined as a financial professional who goes beyond typical financial planning to help identify your investment philosophy, understand your savings strategy, and provide discipline throughout your retirement planning experience. In addition to helping our clients identify the right strategy, we help keep our clients' decisions and behavior regarding their savings strategies on track for achieving the results they desire.

This business approach has led to hundreds of long-lasting, mutually satisfying relationships with our clients, many of whom we would call our dear friends.  ​

 

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. It’s called “Peace of Mind”. Strategic Wealth Partners and our partners, College Funding Solutions provides the knowledge, expertise and services to make sense of this journey as together we assist you in finding a college that fits your student - academically, socially and financially.
 

For over a decade, we’ve successfully helped thousands of students and their families arrive at the right choice through proven techniques, teleconferences, timelines and programs developed specifically for this purpose. 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.

The message here is simple.

Focus with on what you want your financial future to look like. We understand there's not one strategy or vehicle that's the solution to meet everyone’s financial goals. We work with each client on your unique financial profile and direction to position you in the best way possible to achieve your goals. Your peace of mind is our success.

These days, too much advice centers around stock market returns.  While everyone wants to have good returns, they are far from the whole story.  More important than returns is volatility control. Can you afford another 2008 market crash?  You have options you probably don't even know exist. Protection and leverage. Does your financial plan have these key ingredients? Are you carrying all the risk of getting sick, running out of money or dying sooner than expected? Let's discuss shifting your risk and protecting what you have and at the same time preparing for future healthcare costs, taxes and retirement expenses. The first step is making contact.  Let's start this important conversation now.

Independent thinking

We can achieve our mission because our independence allows us to have access to hundreds of the most competitive products with the highest rated financial organizations on the planet so that we are able to customize a financial plan that is made just for you and your unique situation.