Strategic Wealth Advisors offers independent and objective planning and product consultation, principal protected investment strategies, insurance planning, income & estate tax planning, and other professional services, including but not limited to retirement planning, college education planning, special needs planning and asset protection.
As competent and experienced financial and insurance professionals, our main priorities are respectability and reliability when it comes to advising our clients. We are independent in giving such advice since we are not bound to any one insurance or investment provider.
We have built our work's mission statement from these four guiding principles:
We provide expertise in all areas of our practice, and we ensure this based on the experience we have gathered over the 30 plus years in the business. Additionally, we take part in relevant continuing education on an ongoing basis.
We place great importance and take great pride in considering ourselves to be respectable, responsive, and a reliable partners to our clients.
Our experience shows that there is seldom a universal solution when it comes to the right insurance or investment decision. We believe in creating customized insurance and investment solutions for our clients.
We believe in long-term relationships with our clients and we attend to their personal and business needs.
We will be happy to meet with you and analyze your current situation on a no obligation basis!
There is no charge for an initial meeting or a second opinion!
We offer seminars and workshops on a variety of topics, and are happy to present to an interested group or organization. Please let us know what topic your group/organization is interested in and contact us to make the necessary arrangements.