Financial Wellness Survey
Where am I at in my financial journey?
Do you ever have any questions on where you're sitting financially now or when your retirement comes? Do you know how much you need to retire and the best way you can get there? These are both very common questions that we get at Strategic Wealth Group and help our clients with every day. We can help walk you through the next 10, 20, or 30+ years of your life and help you make strategic moves to take that burden off of your shoulders. Because, not only are we here to help you financially, but we also work with our clients on a relationship-first basis, delivering a white-glove service to them.
Please take this short 3-minute survey, which will give a nominal financial score, that can help our advisors better serve you going forward.