Broker Check

106 Highpointe Court, STE B
Brandon, MS 39042

Strategic Wealth Management Group, LLC

(601) 960-5070

 
The Power of Tax-Deferred Growth The Cycle of Investing Do You Feel Lucky? To Buy or Not to Buy

Working closely with our clients, we assist in the development of a financial and investment plan that best suits their needs. We strive to provide personalized professional services to individuals and businesses alike who have questions concerning retirement options as well as strategies to tackle any economic uncertainty.  We are keenly aware of the effect taxes have on investment performance and the transfer of assets to heirs. Let us assist you to develop and implement an effective planning strategy.  Do not get caught unprepared for retirement.  Our experienced and qualified staff can assist you with wealth management services of all types, including:

Wealth Creation • Tax Deferred Investments • Tax Controlled Investments • Separately Managed Accounts • Qualified Retirement Plans (401k) • Non-Qualified Retirement Plans • Stretch IRAs

Wealth Preservation • Risk Management • Life Insurance • Long-term Care Insurance • Disability Insurance • Trusts

Wealth Transfer • Estate Planning • Irrevocable Life Insurance Trusts • Living Trusts • IRA Distributions We provide financial planning and investments. We do not practice law. A qualified attorney will need to prepare legal documents, should they be required.

Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Rightsizing for Retirement

What does your home really cost?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow