Grow your wealth and expand your horizons

Everyone’s goals are unique. Your path to pursue them should be too. That’s why we get to know who you are and what matters most to you before tailoring a personalized strategy to get you there.

Tax-Free Strategies         Retirement Planning     

Reducing Business Owner's Risks, Taxes and Expenses

Strategic Wealth Partners, LLC will help you accumulate and distribute money in the most tax-efficient, safe manner

Receive income that will last a lifetime

Whether your long-term objective is to build a source of guaranteed lifetime income by removing the market volatility and risk in your retirement assets, save for a specific retirement goal, or leave a legacy for your loved ones, Strategic Wealth Partners, LLC can help by offering solutions with benefits designed to meet your retirement needs. 

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Business Owners: Would You Like To Reduce Your Business Expenses, Taxes and Risk?

Working with business owners and their CPA is not a matter of luck or guesswork. It comes down to understanding the business and CPA industry, the challenges they face by partnering with them to provide unique, high-level solutions for their clients.

Maximize the amount of benefit 
you receive from Social Security

There are literally hundreds of ways to claim Social Security. Which one are you going to choose? Strategic Wealth Partners offers a complimentary service that will show your optimal retirement  strategy when claiming your Social Security income.

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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.