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Welcome to Strategic Wealth Management Group, LLC

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. 

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Reviews annual enrollment dates and options for Medicare participants.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Shows how transfer-on-death designations help avoid probate costs.

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Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck