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Why Use Our Firm. USA Financial Trending Report. Welcome to Strategic Wealth Advisory! We are a family-owned. Financial planning firm specializing in the area of retirement planning. We understand. That investing is only a “portion” of a comprehensive financial plan, which is why we are so much more involved and intimate with the planning process than your typical product salesman or wealth manager. We firmly believe. Are at the core. To build a lifelong rewarding relationship. Why Use Our Firm. We belie...

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Home | Strategic Wealth Advisory | strategicwealthadvisory.net Reviews

https://strategicwealthadvisory.net

Why Use Our Firm. USA Financial Trending Report. Welcome to Strategic Wealth Advisory! We are a family-owned. Financial planning firm specializing in the area of retirement planning. We understand. That investing is only a “portion” of a comprehensive financial plan, which is why we are so much more involved and intimate with the planning process than your typical product salesman or wealth manager. We firmly believe. Are at the core. To build a lifelong rewarding relationship. Why Use Our Firm. We belie...

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USA Financial Video Library | Financial Resources

http://www.strategicwealthadvisory.net/video-library

Why Use Our Firm. USA Financial Trending Report. This video shares with you an interesting analogy between retirement planning and climbing Mt. Everest. This video shares some of the benefits of considering a donor advised fund for any charitable giving you may do. Where did all that money go? An interesting video created shortly after the 2008 Financial Crisis. What Will Your Legacy Be? A powerful video discussing one of the most unselfish things you can do. Asset Cycle Portfolio System.

2

Newsletters | Strategic Wealth Advisory | Reading PA Financial Advisor

http://www.strategicwealthadvisory.net/newsletters

Why Use Our Firm. USA Financial Trending Report. Weekly Economic Update - 8.22.16. IS A 2016 INTEREST RATE HIKE STILL POSSIBLE? NO CPI ADVANCE IN JULY. The federal government’s Consumer Price Index went nowhere last month, leaving yearly inflation at a mere 0.8%. The core CPI advanced another 0.1%, which put the 12-month gain in core consumer prices at 2.2%. In the year ending in June, annual headline inflation was at 1.0%; core inflation, at 2.3%. HOUSING STARTS RISE 2.1%. CALM TIMES ON WALL STREET.

3

Taxes | Strategic Wealth Advisory | Reading PA Financial Advisor

http://www.strategicwealthadvisory.net/taxes

Why Use Our Firm. USA Financial Trending Report. Ldquo;Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”. US Court of Appeals Judge Learned Hand. As a member of Ed Slott’s Master Elite IRA Advisors Group*. Being a member of Ed Slotts Master Elite IRA Advisors Group does not imply a certain level of skill. 180 Sunset Manor Drive. Birdsboro, PA 19508.

4

Our Team | Strategic Wealth Advisory | Reading PA Financial Advisor

http://www.strategicwealthadvisory.net/our-team

Why Use Our Firm. USA Financial Trending Report. Prior to opening the doors of his advisory practice Earl had a successful career as a structural engineer where he was previously able to use his love of math in the design of nuclear and fossil fuel power plants, hospitals, airports, and various other designs. It was his desire to have a more direct and personal impact on the lives of individuals that led him to the financial industry. Kelly is married to her husband and, together, they have a son and a d...

5

Investing | Strategic Wealth Advisory | Reading PA Financial Advisor

http://www.strategicwealthadvisory.net/Investing

Why Use Our Firm. USA Financial Trending Report. As was discussed under the “Getting Started” tab, investments on their own are not a financial plan, but only a small part of the overall planning puzzle. In other words, a financial product portfolio alone cannot be considered a plan. Financial investments, however, are a part of a financial plan. The following information is therefore an important topic when addressing that part of the plan. If it did exist, what would the perfect investment look like?

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Home | Strategic Wealth Advisory

Why Use Our Firm. USA Financial Trending Report. Welcome to Strategic Wealth Advisory! We are a family-owned. Financial planning firm specializing in the area of retirement planning. We understand. That investing is only a “portion” of a comprehensive financial plan, which is why we are so much more involved and intimate with the planning process than your typical product salesman or wealth manager. We firmly believe. Are at the core. To build a lifelong rewarding relationship. Why Use Our Firm. We belie...

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