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
Cliff Morgan, Founder of the Strategic Wealth Advisory Group, a wealth management company, explains that the housing market is a key driver of economic growth.
Chicago, IL – May 5, 2013 - Cliff Morgan, Founder of the Strategic Wealth Advisory Group, a wealth management company, recently published a blog on his website (http://www.TheStrategicWealthSystem.com) discussing the US housing market. The blog, titled “Financial …
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Depaul University—O’Hare Campus in Chicago IL
July 31, 2012 7:00 PM