We take the time to learn about you...what goals and dreams you have, what you value most, and what keeps you up at night. Once we know about you we will help uncover your needs, prioritize goals, and build a plan to accumulate wealth, protect assets, and manage the risks along the way. 

 You can count on unbiased recommendations and impartial guidance based directly on your needs and goals. Our experienced professionals leverage an array of expertise to find the most efficient and effective way to deliver solutions for you.  Having access to several companies and product suites allows us to package together solutions from different companies rather than trying to solve all your needs with a limited portfolio or focusing too much on a single need.

A successful strategy starts with an excellent relationship and everyone who works at Strategic Wealth Financial Group knows that you are more than a client, you are family.

Our firm is built to help no matter what your needs may be. When you are a client of one of our professionals you have an entire team working for you! We have product experts and plan consultants ready to answer questions, consult with your advisor, help with plan design, or simply a second set of eyes to make sure we did the very best job for you.  

Whether you just need someone to help build a household budget, have a quick question on how insurance works, or you are looking for a detailed financial plan...we are here to help!

Most people have more than one financial goal or insurance need and there are countless what-ifs that could lead to financial ruin. We understand that there are only so many dollars in most budgets allocated to plan if you die too soon, live too long, or get sick along the way. 

What if you could have the same dollar take care of multiple needs? 

Strategic Wealth Financial Group's relationship with LiveAmerica allows our professionals to be strategically partnered with the leading carriers in the industry to create a select product portfolio providing access to the top living benefits carriers for life insurance and retirement solutions.  

Building wealth, protecting assets, managing risk, and securing your family's future can seem overwhelming.  Most families find it difficult to set aside money to cover all the what-ifs while planning to fund  education or retirement. We will help you identify your needs, design a plan to help along the way, and review it regularly. Find out how we can help you and your family plan for the future while giving you the peace of mind by protecting what matters most.

Wouldn't it be great to spend less time dealing with multiple agents from various carriers, freeing up time for what makes your business successful?

 We work for you! 

We will impartially shop multiple carriers and products group and individual benefits.

We can help with anything from employee benefits to business valuation and everything in-between. 

Our firm is designed to help you build a professional practice. If you're an experienced advisor and want to be a part of a team that will support your efforts, or maybe you are just looking to add a new product suite to better serve your clients. You might be newly exploring a possible financial services career and want to have a the experience, resources, and training that an established agency provides. Strategic Wealth Financial Group might be a great partner for you.