Our Philosophy

At Strategic Wealth Planning Inc., we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!

Our Primary Purpose

When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice.

While many big name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you.

These firms also may impose sales quotas on the financial professional helping you. In other words, your investment choices may be limited choices, and there may be hidden agendas.

We don't think that's the right way to do business.

Here's what we think is the right way to do business:

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