Insurance Professionals Referral Program
At Strittmatter Wealth Management Group, we believe that great advice starts with a dedication to knowing our clients’ overall financial situation.
By working with you as a team for the benefit of our mutual clients, we will be better informed about their financial lives. This process will involve open lines of communication about the client and their financial situation, joint meetings when necessary, and a collaborative approach to financial advice.
This will equip all of us with the best solutions to assist the client in achieving their financial goals. Our partnership will provide our clients with a unique client experience unmatched in the financial industry.
THE ADVANTAGES OF the referral program
SWMG is an independent, SEC Registered Investment Advisor. As CERTIFIED FINANCIAL PLANNER™ and fiduciaries, we provide financial planning and expert investment advice to help your clients achieve their financial goals and objectives.
SWMG collaborates with insurance professionals to provide financial planning and investment management services to their clients. By adding financial planning and investment services to your business, you can benefit from a lucrative, recurring revenue stream.
Get in touch for more details
Get In Touch
Questions or comments? Contact us through the methods below, and a colleague at Strittmatter Wealth Management Group will be in touch within 24 hours:
Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:
101 Summit Ave. Ste 910
Fort Worth, TX 76102
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