We work with families, professionals, and businesses to build a brighter financial future. Whether it is helping families plan for college, partnering with couples and professionals to craft sensible retirement strategies, providing substantial tax savings to business owners, or building robust and well-diversified portfolios, at The Strategic Wealth System we have one goal: to provide each client with personalized strategies which enable them to achieve their financial objectives.
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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

Will The “Buffet Rule” and Other Changes Drive Your Taxes Higher?

Thursday, April 19th, 2012

As election season approaches, politicians across the country and from both major parties have begun to break out their talking points and start warming up. Of course, some of these “talking points” will have very real ramifications on the lives of Americans.

One of these is the “Buffett Rule” which would raise tax rates for individuals with an annual income of over $1 million. The measure …

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Is Our Economy Headed Off a Cliff?

Tuesday, May 8th, 2012

It isn’t every day that you hear prominent government economists using colorful language like “fiscal cliff”—but that is exactly what Ben Bernanke, the Chairman of the Federal Reserve, did earlier this month. As the Huffington Post reports:

Ben Bernanke warned the Federal Reserve would be powerless to keep the economy from disaster if Congress fails to keep the country from falling off what …

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Wealth Management Expert Cliff Morgan Publishes New Blog Warning Of Likely Tax Rate Increases

Sunday, May 6th, 2012

Cliff Morgan, Founder of the Strategic Wealth Advisory Group, a wealth management company, analyzes the impact that the “Buffett Rule” and other tax hikes will have on high-income earners.

Chicago, IL – May 6, 2012 - Cliff Morgan, Founder of the Strategic Wealth Advisory Group, a wealth management company, recently published a blog on his website (www.thestrategicwealthsystem.com/) discussing the so-called “Buffett Rule”. The …

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