Who We Are

We recognize that your investments are only a part of your total financial picture. Unfortunately most institutions focus solely on investment rate of return and pay little attention on the dollars you are voluntarily giving away in taxes, poorly managed debt, excessive education costs, and more. Picture your family holding a bucket that you are trying to fill up as quickly as possible. This represents your financial assets, including savings and investments. If you are trying to fill up a bucket, and the bucket has holes in it, there are two ways to fill it.

First, you can dump a lot of water into the bucket. The other option is to plug the holes so the bucket will fill up with just a trickle of water. Most financial institutions simply try to dump water into the bucket, without plugging the holes. Unfortunately for their clients, this approach requires an extremely high exposure to risk, in order to achieve the required return.

We believe that it is irresponsible to ignore the inefficiencies in your family budget and just attempt to 'outrun' the problems - at any income level. At Strategic Wealth we help our clients plug the leaks in their financial buckets, often saving tens of thousands of dollars each year. Then we'll help you fill your bucket responsibly and efficiently. This allows you to spend more enjoying life's journey while saving more to protect your future.

Our services help business owners save 20-40% on their taxes each year. Our retirement specialists will boost retirement savings by 50% with no taxes, no market risk, and greater than 90% liquidity. Our college planning services often save clients $5,000 -$25,000 off the overall college bill. And our investment counselors don't just tell you where to put your money, we educate our clients and enable them to make smart decisions in the rapidly evolving financial climate. Learn More

Financial Planning: Is the Housing Market Finally Back on Track? Thursday, May 2nd, 2013 The housing market is a key driver of the US economy. When the housing market is healthy, builders are works, banks are lending money, realtors are making commissions, neighborhoods are growing, businesses are starting, and so on. When the housing market weakens, so does everything we just listed above. It’s a cyclical effect, for better or for worse. In 2007 and 2008, it was a crashing … continue reading

Financial Planning: Are We Heading for Another Recession… or Worse? Tuesday, April 30th, 2013 If you paid attention to your economics classes in high school and in college, you probably remember that most economic markets go through “boom and bust” cycles. In other words, there are periods of growth, followed by downturns, followed by growth again. While the volatility can make life difficult in the short term, “bust” cycles have historically been short-lived and followed by periods of robust … continue reading

     

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COLLEGE PLANNING SEMINAR:
Depaul University—O’Hare Campus in Chicago IL
July 31, 2012 7:00 PM Click HERE to Register Click Here for More Info Click Here for More Info Click Here for More Info