Our Process

You & Your Family, Where Are You Today? Where Are You Trying To Go? Strategic Wealth Advisors Group, Inc. helps you and your family to see where you are today, where you would like to be financially, and what it will take to get there.

 

 

We use a structured financial planning process to help bring you clarity, confidence and financial peace of mind. This process focuses on:

An Emotional Check-In A series of questions that will help you identify where you are emotionally in relation to your finances and investments.

A Financial Check-In We’ll help you take a financial inventory, looking at your assets, debts, insurance coverage, and estate documents. The inventory brings you further clarity, and it helps Strategic Wealth Advisors Group’s planners make more educated and appropriate recommendations for you and your family.

Where Are You Trying To Go? This stage of the planning process is about vision and goal setting. You’ll identify what you want financially, than we put a price tag on your financial goals. You and your family have the opportunity to articulate and prioritize your financial goals.

What Will It Take To Get There? This is an action step, in which we establish a plan and implement it so you may achieve your financial goals. We take pride in keeping things simple and explaining this process in a way in which you can understand. Unlike other advisors, when you leave our office you will be able to understand and make sense of what our strategy will be to help accomplish your goals.

Strategic Wealth Advisors Group, Inc helps individuals and families achieve financial peace of mind. To get started, give us a call today at (586) 203-2275.

Listen to Strategically Planning The Road To Your Retirement with Tim Sullivan

Our Services

Insurance Solutions

Retirement Planning

Social Security

Investment Management

Funeral Planning

Estate Planning

Mortgages

Generational Vault

Keeping Your Financial Information
Safe and Secure

A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with an SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.

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Community Outreach

Gradient Gives Back Community Outreach Program invites Americans who have fallen on hard times and are struggling to recover from one of the most challenging economic environments in history to apply now for an opportunity to be awarded.

Two deserving families will be selected to receive 12 months of mortgage or lease payments!

Family Selection

Families will be selected in the last quarter of the year. Applications must be submitted by November 1st.

Visit www.GradientGivesBack.com to learn more!

About Us

Strategic Wealth Advisors Group, Inc. prides itself on helping you achieve financial peace of mind. Our success is based on your continued satisfaction.

Retirement Planning – Prepare for Your Future

Our home office is located in Shelby Township, MI. We serve clients in Arkansas, Kansas, Missouri, Michigan, Illinois, Indiana, Ohio, and Pennsylvania and provide Financial Planning and Asset Management services through third-party money managers.

We work with both pre-retirees to help grow their accumulated wealth and with retirees to help make sure you have enough income throughout your retired years. We take pride in working with an aging American population and making sure that their investments are aligned with their goals. We offer strategies to help provide safety and security for them especially during the time in which they will need to access their money the most.

Funeral Planning & Estate Planning Resources

Not only is it important to make sure that you have the proper help in accumulating your wealth, but it is equally important to preserve what you have when you retire and then having someone who is going to be there for your children/beneficiaries to help in the distribution of your wealth upon your passing. We make sure that there is a plan in place to help transfer your wealth to your loved ones in the most beneficial way possible.

You Can Meet with a Wealth Advisor in Your Home

Our customer service is impeccable at Strategic Wealth Advisors Group, Inc.! In addition to our educational seminars that we do on an ongoing basis, we provide complimentary one-on-one meetings in our office as well as in the privacy of your own home. We know that as our client’s age, we want to make sure that we are there for you, even when you can’t make it into our office. This is why it has always been a standard practice with us to make ourselves available to meet you at your convenience in your own home.

We look forward to meeting with you very soon and providing you with the financial checkup that you deserve.

Our Team

Tim Sullivan
Founder and CEO

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David Heim
Financial Advisor

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Shelby Green
Executive Assistant

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Melissa O'Neill
Case Design Specialist

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Terri Swinburnson
Client Service Specialist

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Nichole Pierce
Office Assistant

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Kenneth Schwartz
Medicare Agent / Insurance Agent

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Strategic Alliances

Michael Ayoub
Owner of Cranbrook Loans / Mortgage Specialist

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Jasmine Moore
Estate Planning Attorney
  

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Dustin Leonard
Vice President of Marketing
Gradient Insurance Brokerage, Inc.

About

Brady Black
Vice President of Marketing
Gradient Insurance Brokerage, Inc.

About

Jacob Hamilton
Vice President of Life Insurance
Marketing Gradient Insurance Brokerage, Inc.

About

Michael Binger, CFA®
Senior Portfolio Manager of Gradient Investments, LLC

About

Wayne Schmidt, CFA®
Chief Investment Officer of Gradient Investments, LLC

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Mariann Montagne, CFA®
Senior Investment Analyst of Gradient Investments, LLC

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Our Location

Strategic Wealth Advisors Group, Inc.
11111 Hall Road
Utica, MI 48316

O: (586) 203-2275
(877) 488-4188 Toll Free

E: tsullivan@strategicwealthadvisorsgroup.com


 

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