We design and manage strategic financial solutions to meet the unique requirements of each client.

Strategic Wealth Group provides a full array of services, from financial and estate planning to investments and insurance to trust and retirement plans. For businesses, we provide financial planning, business entity organization, executive benefit packages, and more.


Personal Financial Economics 
  • Maximum Wealth Accumulation 

  • Minimize Risk 

  • Efficiency of Process 

  • Identify Lost Opportunity Cost 

  • Maximum Wealth Protection 

  • Integration and Coordination 

  • Macro Economic Verification 

  • Tax Minimizing Strategies 

  • Personal Cash Flow Analysis 

  • Retirement Planning 

  • IRA’s 

  • Brokerage Accounts 

  • Fixed Annuities 

  • Variable Annuities* 

  • SMA* 

  • Mutual Funds* 

  • College Planning Strategies 

  • Life 

  • Disability Income 

  • Long Term Care 

  • Group Benefits 


Estate / Legacy Planning 
  • Wills 

  • Health Care Proxy 

  • Power of Attorney 

  • Living Wills 

  • Gifting 

  • Liquidity Needs 

  • Guardians 

  • Probate Reduction 

  • Asset Distributions 

  • Minimize Estate Tax 

Trust Design
  • Credit Shelter Trust 

  • Testamentary Family Trust 

  • Revocable Trust 

  • Charitable Remainder Trust 

  • Irrevocable Trust 

  • Dynasty Trust 

  • Family Limited Partnerships 

  • L.L.C.’s 


Business Planning 
  • Business Continuation 

  • Buy / Sell Agreements 

  • Business Valuations 

  • Cash Flow Analysis 

  • Group Benefits 

Business Organization 
  • C-Corporation 

  • S-Corporation 

  • Partnership 

  • Sole Proprietor 

  • LLC 

  • Non-Profit 

Executive Benefits 
  • Non-Qualified Plans 

  • Split Dollar 

  • Executive Bonus 

  • Deferred Compensation 

  • Key Man Life Insurance 

Qualified Retirement Plans 
  • Pension Plans 

  • Profit Sharing Plans 

  • 401(k) 

  • SEP 

  • Simple IRA

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Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3664 Coolidge Court, Tallahassee, FL 32311 Phone: 850-562-9075. PAS is wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategic Wealth Group is not an affiliate or subsidiary of PAS or Guardian. 2019-86374 Exp. 9/21 CA lic # 4046349

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