Financial Advisors: Are you looking to retire in the next 5 years?
Do you have a succession plan in place?
You’re an expert in retirement planning for your clients.
Now it’s your turn.
By teaming up with the experts at Strittmatter Wealth, you can retire knowing that you made the right decision for your business.
SWMG Advisor Retire Program™
STEP 1
Meet with SWMG to define your goals for your business and for how you would like to transition into retirement.
STEP 2
SWMG will analyze your business to define the best strategy to transfer clients and design a payout structure.
STEP 3
SWMG will then work with you to draft your Succession Plan for your business.
STEP 4
We will then implement your Succession Plan to begin the process of your timeline to retirement.
STEP 5
We will assign an financial advisor to begin to meet with your clients and create the relationships before you retire.
STEP 6
Retirement! Time for you to enjoy. You are welcome to continue to work part time throughout your retirement years, if you so desire.
“The SWMG Advisor Retire Program™ is a unique opportunity for veteran advisors looking for a pathway to full or part-time retirement that allows them to successfully hand off their clients to a trusted source while receiving a highly competitive payout structure.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Benefits for your Business
SWMG Advisor Retire Program™ is uniquely positioned to help financial advisors create an exit strategy that will provide the best in class financial planning and investment advice to your clients while at the same time maximizing your payout when you are ready to retire.
Benefits for your Clients
SWMG is an independent, SEC Registered Investment Advisor. As CERTIFIED FINANCIAL PLANNERS™ and fiduciaries, we provide financial planning and expert investment advice to help your clients achieve their financial goals and objectives.
Ready to get started?
Get in touch for more details! A qualified team member will be in touch within 24 business hours to answer your questions.