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
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Don't let procrastination keep you from pursuing your financial dreams and goals.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Currency has been around for a long time. Here’s a quick history lesson.
However exciting retiring abroad may sound, it deserves considerable planning.
Can you keep up with your children’s mobile slang?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Women must be ready to spend, on average, more years in retirement than men.
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
When do you need a will? The answer is easy: Right Now.