Welcome to Strategic Wealth, LLC
Start with the "Why?"
What We DoThere are five things that can cause you to not own your business at some point in the future. At least one will happen. We help you to plan for each one. We work to stabilize your business's value and improve your personal tax-efficiency and cash-flow while you own the business and we help to put you and your family in the best position possible when you donít.
How We Are DifferentStrategic Wealth, LLC has a high level of knowledge regarding business entities, trusts, and tax law. That specialization - combined with high caliber investment and insurance products - allows us to design unique and innovative solutions that meet the needs of business owners and their key people. This expertise can improve your financial position by hundreds of thousands of dollars, maybe more.
If it looks like we might be a good fit, we would enjoy hearing from you.
Qualified Retirement Plans
Long Term Care Insurance
Exit Planning for Owners
Social Security Strategies
*Securities and Investment Advisory Services offered exclusively through Hornor, Townsend, & Kent, Inc.