Our Services

Investment Planning

• Core Investment Recommendations & Implementation
• Tactical Asset Allocation/Capitalization Size/Style of Management
• Extensive Research in Money Management
• Continuous Monitoring & Review of Portfolios
• Consolidated Portfolio Statements
• Goals & Objectives Planning
• Income Evaluation / Projections
• Retirement Scenarios / Projections

Retirement Planning

• Rollover & Transfer Assessment
• Analysis of Existing Plans & Investment Choices
• Establishment of Retirement Plans
• Tax Issues of Different Types of Income
• Roth IRA Conversion
• Advanced Planning Techniques To Reduce Taxes
• Liquidity Needs for Estate
• Review Trusts
• Taxation of Different Assets
• Review Plan with Attorney & CPA

Insurance Planning

• Long Term Care
• Buy/Sell Funding
• Business Insurance Needs
• How to Use Life Insurance
• Life Insurance for Estate Planning

Specialized Services

• Charitable Remainder Trusts
• Deferred Compensation
• Financial Issues of Widowhood
• College Funding

Money management offered through Strategic Wealth Advisors Group, LLC.