Our Services 

At Strategic Wealth Consulting Group, Inc. we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life. 

 

We offer the following services to our client's:

Wealth Managment

 

  • Comprehensive Wealth Planning

  • Financial Planning

  • Asset Management /Design / Protection

  • Retirement Planning

  • Portfolio Design

  • Investment Planning

  • Investment Monitoring /Aggregration

  • Financial Consulting Services

  • Philanthropic Planning

Retirement Plans

 

  • Plan Design & Management

  • 401(k) Profit Sharing Plans 

  • 403 (b) Plans

  • Cash Balance Plans

  • Defined Benefit Plans

  • Thirft Savings Plan (TSP)

  • Pension Consulting

  • Effeciency Reviews

  • Benchmarking Analysis

  • Fiduciary Reviews / Education

Business Planning

 

  • Practice Structure

  • Practice Transition

  • Integrated Financial Planning Exclusively for Doctors

  • Fesaibilty Studies

  • Effeciency Review

  • Fiduciary Review

  • Non-Profit Planning

  • Non-Profit Management

Insurance Planning

 

  • Insurance Evaluations and Reviews

  • Annuities

  • Life Insurance 

  • Long Term Care Insurance

  • Disability Insurance

  • FEGLI Insurance

  • Risk Management Initiatives

Investment Options

 

We offer a wide-range of Investment Options and diversified financial products through our affiliation with First Allied Securities. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources. Click ob the read more button below for a detailed list of our financial product offerings through First Allied.

Monitoring of Investments

 

Knowing that life is constantly changing, we offer a unique financial tool that provides you with a 360 view of your entire net worth with a click of a button. Our financial management software aggregates all your financial holdings; investments, insurance policies, loans, bank and credit card accounts, and provides you with a daily balance of each account individually and collectively. No more waiting for monthly statements. See what more we can do for you.

Seminars & Events

 

Throughout the year, we provide a series of free educational events and seminars. Educating our clients in the world of Investing, Retirement and Estate Planning, Insurances, Taxes, etc. is paramount to the successful business relationships we seek. Click here to see our upcoming event dates and past topics. 

Other Services

 

  • Tax Preparation & Services

  • Educational Planning 

Contact us today at 248-430-0599 to schedule a consultative one-on-one meeting. 

 

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise 

Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC

Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.                       

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

 

800 W Long Lake Road, Suite 210 , MI 48302   248.430-0599