Estate Planning Services

“The staff at Strittmatter Wealth are the most professional and knowledgeable people I have ever dealt with for financial services!! They care about their clients and answer your questions in a timely manner. If you’re in need of estate planning, I would choose this firm!!”

“I had the pleasure to meet with SWMG's financial advisor yesterday. It's been an educational experience, leaving me ease of mind in estate and financial planning for my retirement knowing that I have knowledgeable experts guiding me every step of the way. I truly recommend SWMG to everyone.”

“Strittmatter has been our financial advisor for years and provided thorough customized personal advice. The entire group provided us with the reassurance and security that are vital to estate planning. Strittmatter is truly Wealth Management, no matter how big or small. Thank you, Josh, Kelly and crew!”

“My wife and I have been with SWMG since 2012, when we went to one of their estate planning seminars. Since then, they have been impeccable, caring and timely, offering more than just business advice, involving us in meeting fellow retirees, community activities, and charities. We consider us fortunate to be in their hands, and we are no longer worried of the future with their help.”

“SWMG is an excellent choice for educating and guiding proper financial strategies and making the retirement transition stress free. Both my wife and I recently retired and are now on the “other side” of our working lives. We’ve been working with SWMG for nearly 10 years now to develop investment/savings strategies to allow early retirement with solid financial and estate plans in place. They always spend time to ask questions, explain options, and put the right plan in place.”

“My wife and I have been 100% satisfied with SWMG. They work with us to clarify our own financial goals and address issues we hadn't considered, such as estate planning and digital security. Every time we call, they immediately help us resolve questions we have and leave us feeling valued and respected. We have confidence in SWMG’s experience, expertise, and customer service, that our financial future is in good hands.”

“The employees at Strittmatter Wealth are the very best. They provided us with superb estate planning and the documents we received give us great comfort as we have entered into the sunset of our lives. We now feel very prepared for our children to properly manage our estate when the two of us meet our maker. I can’t say enough good things about our experience with this firm.”

"My wife and I began working with SWMG just a few months ago, and the experience has already exceeded our expectations. In a short span of time, they've demonstrated exceptional communication, attention to detail, and clear guidance, which helped us take meaningful steps toward optimizing our financial and estate planning strategies. Their professionalism and responsiveness make the process not only efficient but reassuring. We're confident in their approach and look forward to continuing our partnership with Strittmatter Wealth."

"Strittmatter Wealth and staff are wonderful professionals, and make going through the process of making an Estate Plan that meets/exceeds your expectations!! If you're in need of these services, I recommend using this company!!"

"I recently lost my wife and the SWMG Team was outstanding. They walked me through everything that needed to be done to ensure all our finances were in line after her passing. The team was caring and concerned about me and my family, and Kelly contacted us on several occasions to ensure every thing was going as planned. They are part of my family. If you need estate planning, these are the people to see. I would highly recommend them to handle anyone’s retirement planning and financial management. Couldn’t find a better company to work for you."

"Maya Angelo once said, 'I've learned that people will forget what you said, but people will never forget how you made them feel.' I met with the Strittmatter team this morning and I will never forget how they made me feel: like family. I'm looking forward to growing with SWMG; not just financially, but spiritually and other aspects as well."

"My parents have been with SWMG for several years. My father passed away a year ago and it was very nice to know their finances were in good hands. They helped guide my mother through many tough decisions and have been very reliable. We are very happy with our fathers decision in choosing Strittmatter Wealth Management Group!"

"SWMG has provided superior retirement financial planning services for me for several years. The team is very professional in helping me manage my retirement assets, minimizing my tax viability, and advising me on estate planning. I am very satisfied with the services that they provide me and would recommend them to anyone looking for a great financial planning team."

"My wife and I are very pleased with SWMG since attending one of their estate planning seminars. At our first appointment, they asked us many focused questions, and ur lack of answers to many of these questions made us realize we needed competent help in setting ourselves up for success. At our next appointment, they answered every question I had and laid out a plan for the future. We are very glad we found SWMG and look forward to their sound advice in the years ahead."

"We have been very impressed with the help we have gotten from SWMG. They are knowledgeable, personable, and have helped us get our documents in order. I would recommend their services to anyone wanted to get help with organizing documents and preparing for legacy estate issues."

"Last year, my wife and I determined we needed professional help with our estate. We chose SWMG and it's probably the best financial decision we have ever made. The staff is very professional, knowledgeable, easy to work with, and reliable. They continue to remain on top of our plan and keep us informed at all times. We can not recommend SWMG enough for your estate planning execution and management. In our experience they have been trustworthy in every aspect of the process. If we were to do it over, we would without a doubt choose them again."

"My wife and I are just starting with Strittmatter Wealth and are already very pleased with their knowledge of estate planning. We are well on our way to avoiding probate. All of the staff have been very helpful and most pleasant to work with."