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.

Our Services


Insurance Solutions

Retirement Planning

Social Security

Investment Management

Funeral Planning

Estate Planning

Mortgages

Medicare

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.

Vault Login

Find out how you can get a
complimentary copy of one of Tim's books

Strategic Wealth Advisors Group
Gives Back

Strategic Wealth Gives Back is our community outreach program made possible through our partnership with Gradient Gives Back Foundation, a non-profit organization. We invite Americans who have fallen on hard times to connect with us for an opportunity to be awarded six months of housing payments.

Applications will be reviewed and screened as they are submitted. One family will be selected annually. Apply or nominate a family by clicking the link below!

Application Donate

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Our Team

Tim Sullivan
Founder and CEO

About

Julie Sullivan
Vice President

About

Kenneth Schwartz
Medicare Agent / Insurance Agent

About

DAVID HEIM
FINANCIAL ADVISOR

About

Terri Swinburnson
Client Service Specialist

About

Kaitlynn Sullivan
Client Service Coordinator

About

Strategic Alliances

Michael Ayoub
Owner of Cranbrook Loans / Mortgage Specialist

About

Jasmine Moore
Estate Planning Attorney
  

About

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

About

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

About

JERMEY BRYAN, CFA®
PORTFOLIO MANAGER GRADIENT INVESTMENTS, LLC

About

*Our firm’s strategic partners/alliances are not employees, or directly affiliated with, our firm.

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In the Media

  • As Seen in Kiplinger

    As Seen in U.S. News

    As Seen in gobankingrates.com

  • As Seen in Wall Street Journal

    As Seen in Grow from Acorns

    As Seen in Fox Business

  • As Seen in Mass Mutual

    As seen in CBS News

    As Seen in Investor's Business Daily

  • As Seen On Channel 4 Local Detroit News

Our Location

Strategic Wealth Advisors Group, Inc.
11111 Hall Road
Suite #101
Utica, MI 48317

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

E: tsullivan@strategicwealthadvisorsgroup.com


 

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