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Strategic Wealth Management Advisors, LLC

1595 Paoli Pike, Suite 101, West Chester PA 19380
West Chester, PA 19380

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Wealth Management

Strategic Wealth Management Advisors was established to provide business owners, doctors, lawyers, and professional athletes with the comfort of best-in-class advice regarding wealth accumulation and protection..

 

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Corporate Retirement Plans

Our goal is to prepare organizations and individuals for a sound, healthy, and prosperous retirement. To accomplish this goal, we assist business owners and employee's by identifying and understanding the complexities of a corporate client's life...

 

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Estate Planning

Preserving your assets for generations to come works hand in hand with our overall core beliefs. Planning to protect your wealth through proper documents that will ensure your legacy will continue with your family. Gain an understanding of the options you possess...

 

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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How much will it cost to pay off a loan over its lifetime?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck