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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 clients:

Wealth Management

  • Comprehensive Wealth Planning
  • Financial Planning
  • Asset Management 
  • Retirement Planning
  • Portfolio Design
  • Investment Planning
  • Investment Monitoring
  • Financial Consulting
  • Philanthropic Planning

Retirement Plans

  • Plan Design & Management
  • 401(k) Profit Sharing Plans
  • 403 (b) Plans
  • Cash Balance Plans
  • Defined Benefit Plans
  • Thrift Savings Plan (TSP)
  • Pension Consulting
  • Efficiency Reviews
  • Benchmarking Analysis
  • Fiduciary Reviews
  • Participant Education

Business Planning

  • Practice Structure
  • Practice Transition
  • Financial Planning 
  • Feasibility Studies
  • Efficiency Review
  • Fiduciary Review

Insurance Planning

  • Insurance Evaluations
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Disability 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 on the learn more button below for a detailed list of our financial product offerings through First Allied.

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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.

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