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 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.

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