Understanding Today's Financial Environment
Welcome to Strategic Wealth Advisors Group, an independent practice in Carlsbad, Ca. We understand that individuals face unique challenges as they prepare for retirement. Welcome to objectivity, transparency & vigilance. With depth, focus, and a big-picture perspective, we help you manage your investments. Our expert team helps you keep your wealth growing and guarded—today, tomorrow, and onto the next generation.
We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Our independence lets us choose from a wide array of investment options—and they’re selected because we believe they're right for you.Learn More
We believe fees and taxes are among the most detrimental influences on wealth accumulation.Learn More
We partner with you to responsibly, creatively, and efficiently build your wealth.Learn More
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are ways to improve your physical fitness without denting your fiscal fitness.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A four-step framework for building a personal legacy.
One way to find money is to examine your current spending habits and eliminate money wasters.
Healthy habits are one of the greatest gifts to give your child.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Smart investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Are you ready for retirement? Here are five words you should consider.