Services

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.

Our Comprehensive Services

Financial Planning

Our financial advisors are equipped with the most comprehensive planning technology and software in order to assist you in making smart financial decisions.

Business Planning

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.

Retirement Planning

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.

Investment Management

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.

Insurance Planning

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.

Estate Planning

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

Trust Services

The type of trust you establish, as well as the cost of operating your trust should be a consideration when selecting a trustee.

Tax 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.

Real Estate Investing

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.

Corporate Benefits
Planning

SWMG provides advice and services on a variety of corporate benefits, helping you maximize your total compensation plan so you get all that you deserve.

Rental Property
Management

We provide professional management to help make your rental property the best it can be and allow you to retain great tenants.

Social Security
Optimization

To determine the best time to collect benefits, our team takes into account your current health, family longevity, spousal benefits, personal preferences, and more.

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