This website is for informational purposes only and is not meant to be a complete description of our investment services, performance or financial concepts. This site is in no way a solicitation or offer to sell securities or investment advisory services.
Information throughout this site is obtained from sources that we and our suppliers believe to be reliable and accurate, but we do not warrant or guarantee the timeliness or accuracy of this information. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services provided by Strategic Wealth Partners, an SEC Registered Investment Advisor. Insurance products and services are not offered through Strategic Wealth Partners but are offered and sold through individually licensed and appointed agents. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.