Retirement Is Your Vision
If you can see it, we can plan for it. At Strategic Wealth Solutions, we respect the hopes you have for the future and work to turn them into achievable, measurable goals.
WHAT IS YOUR BLUE CHAIR?
Our mission at Strategic Wealth Solutions is right in our name and logo. Your blue chair is your retirement vision — the place, the energy, the view, the people. You can see it all from that chair. Our goal is to provide strategies and solutions to help get you in that seat.
We Lean In
SO YOU CAN LEAN BACK
We offer a full range of services to help turn your vision and assets into a unique financial plan. With our exclusive Blue Chair Plan, each client will receive a custom plan, because everybody’s blue chair vision of retirement is different.
Professional Guidance
REAL CONVERSATIONS
Founder Mark Gelbman’s background, credentials and personal touch set the foundation for our firm. Mark is experienced and all about helping you reach your financial goals.
LET’S GET STRATEGIC
ASSESS YOUR INCOME
This checklist is aimed at helping you assess your current strategy for income once you retire. Download it now, see where you stand and let us know what questions you have!
