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
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
What’s the deal with your yearly free credit report?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A look inside the U.S. government's statistics on household net worth.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There’s an alarming difference between perception and reality for current and future retirees.
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It's easy to let investments accumulate like old receipts in a junk drawer.