865.770.4151  |  patrick@strategicwealthplans.com
No two wealth management
plans are alike

We use our products and services to help you create a unique plan

We can help you execute a comprehensive wealth-management plan using the following products and services.

Financial Advisor Services

  • Comprehensive financial planning or single-issue planning
  • Education planning
  • Protection planning
  • Retirement income planning
  • Defined Benefit Pension and Social Security maximization strategies
  • Estate and legacy Planning
  • Legal planning1
  • Tax planning2
  • Business succession and protection planning
  • Workplace benefits panning (incl. retirement plans and small-group benefits)
Products, Accumulation
  • Mutual funds
  • Exchange traded funds
  • Stocks
  • Bonds
  • Cash alternatives

Products, Protection

  • Life insurance
  • Long-term care insurance
  • Annuities

Have a question? Want to find out more?

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Have a question? Want to find out more?

Fill out the form below and we will contact you soon.

Have a question? Want to find out more?

Fill out the form below and we will contact you soon.