Our Services

What are your Financial Goals?

Financial planning is about creating unique goals for your financial life. At the end of the day, everyone has different financial priorities. Some prioritize their retirement, others prioritize their estate planning, others their investments, others their taxes and the list goes on and on. 

Our services are comprehensive, and our offerings range from Business Planning to Trust Services. Take a look at our offerings below, and reach out if we can help you obtain your financial goals.

Many of life’s greatest moments–marriage, children, career advancements, retirement–create different opportunities to evaluate your financial situation. Many people make financial decisions based on emotions, which can lead to the wrong financial move at the wrong time. Our financial advisors are equipped with the most comprehensive planning technology and software in order to assist you in making smart financial decisions. We offer financial review and comprehensive planning that may include some or all of the following, depending on the complexity of each individual plan: cash flow/budget planning, net worth, investment planning, asset allocation, goal tracking, debt planning, pre- and post-retirement planning, tax planning, estate planning, employee benefit review, and protection planning.

Our team embraces business owners and the unique financial decisions they are faced with. Whether you are a new business owner looking to make your own path or a long-time entrepreneur, we are your go-to for business planning. It is important to ensure development of a strategy that allows for efficiency and financial confidence. We assist with planning necessary for business owners to seamlessly pass on their achievements to their children, partners or new business owners. Our services include buy sell agreements, business overhead insurance, executive benefits, business growth strategies, business continuation, and business retirement planning.

Your retirement is no longer your parents or grandparents’ retirement. People are living longer and require their money to last just as long. We want your money to work as hard for you in retirement as you did earning it. We assist clients of all ages to take control of their future and calculate the necessary methods and solutions that allow retirement goals to be worked towards. Individualized plans and techniques are clearly defined and implemented immediately upon the approval of our clients.

In a time of unpredictable financial markets, changing tax regulations, and a shifting political landscape, investment decisions need to be sound. Our team will guide you through the complex and sometimes volatile world of stocks, bonds, and mutual funds in order to work toward a balance between desired goal achievement and your tolerance for risk.

“Hope for the best, but prepare for the worst” is as true today as it was when it was first coined in the 16th century. We want our clients to be prepared for any unforeseen circumstances that life may possibly present. Protecting your property and your livelihood is an important aspect of your overall financial strategy. Our team will use a comprehensive approach and create a well-structured and properly funded insurance plan with the goal of protecting the assets you have spent a lifetime acquiring.

Nearly all aspects of financial planning have tax ramifications. Our team of financial planners will help correlate your goals with the most tax-efficient strategies. We pride ourselves on keeping current with the constantly changing tax laws, allowing us to make an educated decision and change your
strategy as we see fit.

We will work with your existing tax and legal professionals or can recommend someone to you to ensure that you have a comprehensive estate plan in place. A comprehensive estate plan should include:

  • Wills
  • Powers of Attorney
  • Living Wills or Medical Powers of Attorney
  • Trusts (in some cases)

We will help you establish a comprehensive estate plan, with the goal of providing the maximum benefit and protecting those you care about most.

By creating a trust, you are taking an important step in managing your wealth and maximizing the value of your estate. Selecting a trustee or successor trustee is a decision that will determine how well your trust functions for you and your beneficiaries over the years.

Your trust is like a business organization. It holds assets, pursues clear, stated goals, and is charged with significant legal and administrative responsibilities. The trustee serves as CEO and should offer the same qualities you would seek in an executive to run a business. Among these are integrity, competence, experience, commitment, objectivity and the ability and willingness to serve. The type of trust you establish, as well as the cost of operating your trust should be a consideration when selecting a trustee.

In order to help people better understand their finances, we offer financial education courses, corporate workshops, and seminars on a regular basis. Financial education is our passion! VIEW COURSES

SWMG is proud to offer rental property investing for our clients through our sister company MRER, LLC. MRER, LLC focuses on building and managing real estate portfolios for investors who want to diversify their retirement portfolio into residential rental properties. Our clients own the properties and therefore directly benefit from the leverage and tax benefits while our firm manages all aspects of the buying, selling and management process. Let us help build your rental portfolio for a lasting legacy for you and your family.

SWMG provides advice and services on a variety of corporate benefits including 401(k)s, Pensions Plans, Employee Stock Purchase Plans, Profit Sharing Plans, Stock Option Plans, Deferred Compensation Plans and other highly compensated employee plans. We help you maximize your total compensation plan to make sure you are getting everything you deserve.

SWMG offers professional property management services through our sister company MRER, LLC. Let us take the headache away from your rental properties by providing professional management to help make your rental property better, inspiring quality tenants to become long-term renters. Use our services to shield yourself from the common stresses of rental property ownership.

SWMG evaluates your overall financial picture and uses advanced planning software to optimize your Social Security claiming strategy. To determine the best time to collect Social Security benefits, we take into consideration your current health conditions, family longevity, spousal benefits, personal preferences, and more. Don’t miss out on everything you deserve!

Get In Touch

Questions or comments? Fill out the form in this section, or contact us through the methods below.

Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:

Strittmatter Wealth Management Group, LLC

At Strittmatter Wealth Management Group, we believe in freedom. Freedom to enjoy life. Our core purpose is to help our clients achieve this freedom by providing them with optionsand strategies suited to their financial goals and objectives.