Please watch this brief video! (2 minutes)
2021, 2022 and onward will provide us with opportunity in the short-term, but long-term, we expect significant challenges for Investors as Taxes on businesses and investments will increase under the Biden Administration. The Continuing Covid-19 environment, shut-downs, etc, more people getting the vaccine, and political unrest will have an impact. Even with a record year end 2020 performance, hope for economic recovery and direction... huge government borrowing, and spending, and alot more, known and unknown. You are likely not alone to be concerned about:
Does your current Investment Strategy manage these NEW Concerns? does it need to be reviewed? Are you taking the "right" amount of risk for the return and earnings you are receiving?
Talk with us to learn about what you can do to help your situation. We can provide you with a complimentary review and analysis of your holdings in light of the new environment we are facing.
Set up a brief video call with us at Calendly.com/dsmith-cfp We look forward to hearing from you!
As an Independent Registered Investment Adviser (RIA) firm, we are freedom to craft custom solutions that make sense you and your situation. Each solution is designed to help you effectively pursue your financial goals.
We use our knowledge and experience, to provide you with the most appropriate customized investment solutions, professional advice coupled with the best possible service.
In addition to traditional tools such as stocks & Bonds and low-cost, Best-in-Class Mutual Funds, we also have access to:
We believe in providing our clients access to Institutional levels of investment cost, quality and service. Institutional firms offer significant platform infrastructure and expertise in:
Providing us with investment strategies designed to meet specific requirements of any client or institution.
Please watch our introductory series of Videos to learn how our LifePath Process can allow us to help you reach your goals for FInancial Independence!
Learn More on our Home Page!
To Schedule a Video or Phone call, Please visit us at - Calendly.com/DSmith-CFP
STRATEGIC WEALTH MANAGEMENT, LLC, IS A REGISTERED INVESTMENT ADVISER SPECIALIZING IN PROVIDING WEALTH MANAGEMENT SERVICES, COMPREHENSIVE FINANCIAL PLANNING AND CONSULTING SERVICES. SECURITIES ARE OFFERED THROUGH UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, A LIMITED PARTNERSHIP MEMBER FINRA/SIPC. STRATEGIC WEALTH MANAGEMENT, LLC AND UNITED PLANNERS ARE NOT AFFILIATED.