Services
It’s your nest egg, your life’s saving, your legacy. Our commitment to the “Financial Wellness Initiative™” process here at SWM means that we will not prescribe a financial solution for a client without first completing a thorough financial diagnosis. Our initial “Financial Wellness Consultation” then is really focused on you, the client. What this means is that after we spend a few minutes introducing you to who we are and how we work, we’re going to be focusing in on you. We want to get to know you personally; your family history and dynamics, career path, passions and charitable interests, lifestyle desires, inheritance wishes, investing experience, feelings about past financial advice etc. People often will tell us that no one had ever taken the time to get to know them or ask these kinds of questions of them before. That seems very strange to us. We enjoy these conversations and couldn’t imagine how we could make future strategic financial group recommendations without them.
This is where comprehensive financial planning differs from mere investment advice. True, portfolio management is important, and as you’ll discover we have the professional experience for that as well, but to only focus on risk tolerances, asset allocations, and returns often causes retirees, accomplished investors, and their beneficiaries unexpected and unnecessary money costs, in addition to missed financial opportunities, excess income and estate taxes, long term care expenses, etc.. Again, a well devised financial plan starts with a solid relationship and mutual trust. The better we know our clients the better we can apply the following services appropriately and effectively to their financial well being:
Comprehensive Financial Planning- Comprehensive Retirement Planning
- Wealth Accumulation and Preservation Strategies
- Asset Cycle Portfolio System®
- Assets Under Management Services
- Formulaic Investing™ Strategies
- Income Tax Reduction Strategies
- Tax Reduction Strategies for income taxes on Social Security
- Income Plans, including Guaranteed* Tax-Efficient Income Streams
- IRA, Roth IRA, and Stretch IRA Strategies
- Lump-sum Rollovers (401K/403B etc.)
- Pension Maximization Strategies
- Traditional Long Term Care Solutions
- Asset Based Long Term Care Solutions
- Estate Leveraging Strategies
- Life Insurance Audits and Strategies
- Estate Planning Services
- Legacy Planning Services
*Guarantees are in reference to guaranteed fixed income annuities and are based on the claims paying ability of the underlying insurance companies.
These are just some of the valuable services that Strategic Financial Group can provide for you. We look forward to getting to know you and working together with you!
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| Weekly Economic Update - 4.9.12 |
UNEMPLOYMENT FALLS TO 8.2%
That good news was tempered by some disappointments. The U.S. economy only managed a net gain of 120,000 non-farm jobs in March; analysts were hoping for a gain of at least 200,000. |
| Weekly Economic Update - 4.2.12 |
HIGH GAS PRICES DON’T DENT PERSONAL SPENDING
Consumer spending increased by 0.8% in February, even with fuel prices soaring. That topped the 0.6% gain projected by economists polled by Reuters. February’s inflation-adjusted gain was 0.5%, the largest in six months. |
| Weekly Economic Update - 3.26.12 |
HOUSING MARKET COOLS DOWN IN February
Nationally, home sales took a step back last month. |
| Weekly Economic Update - 3.19.12 |
PRICES Rise Most In TEN MONTHS
Consumer prices were up 0.4% in February according to the Commerce Department, yet core inflation rose only 0.1%. |
| Weekly Economic Update - 3.12.12 |
227,000 NEW JOBS, BUT JOBLESS RATE STILL AT 8.3%
While unemployment levels remained unchanged in February, Labor Department data showed that nonfarm payrolls expanded by more than 200,000 positions for the third straight month. |
This debt clock, provided by WidgetBox, is for general information purposes only. The national debt number is received from the US Treasury and the population data from the US Census. We make no representation as to the completeness or accuracy of this information.
