Wealth Solutions Start Here
Financial Services & Strategies
Our Financial Services
We work to optimize strategies and simplify financial complexity so you can focus on what matters most — your vision of retirement.
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
- Wealth Building for Young Professionals
- Savings Tools
- Financial Education
- Accumulation Strategies
- Investment Portfolios
- Retirement Plans
- Tax Plans
- Distribution Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit-Sharing Plans
- Disability Income Insurance
- Life Insurance
- Long-Term Care Insurance
- Medicare Solutions
- MYGA
- FIA
THE BLUE CHAIR PLAN A COMPLETE CUSTOM PROCESS
Our goal is to help you reach your ideal retirement, inspired by the vision you have of sitting in your very own “blue chair” and enjoying the lifestyle you’ve imagined.
Phase 1 Reflection and Discovery
A full look together at your current financial situation and your aspirations for the future. A moment to pause, reflect and assess where you are today and where you want to go. This sets the stage for the journey ahead.
Phase 2 Goals and Framework
With the clarity gained from the first phase, we’ll define your retirement vision. What experiences, places and people do you want to surround yourself with? This phase is about setting clear, actionable goals and creating a framework to guide the process.
Phase 3 A Distribution Plan
The details for how to use your money. We'll review your accounts, investments and resources to build a strategic plan tailored to your goals. This ensures that every decision about your money is intentional and aligned with your vision of retirement. This is your blueprint for your blue chair life.
Phase 4 Implementation
This is where the plan comes to life. We’ll take actionable steps to align your financial resources with your goals. This phase is about building momentum and setting the foundation for your envisioned retirement.
Phase 5 Monitoring
A successful retirement plan requires ongoing attention. We’ll regularly review your progress and adapt to major life changes. Like the dependable presence of the blue chair, this phase ensures your financial strategy remains a trusted companion throughout your retirement journey.
Frequently Asked Questions
Find answers to what matters most about working with us.
Our firm offers financial planning and wealth management services, including retirement income planning, annuities, investment management, tax-efficient strategies, and asset preservation. We also assist with IRA legacy planning, IRA and 401(k) rollovers, and life insurance planning for retirees. Our approach focuses on helping clients organize their financial lives and make informed decisions over time. Helping you live your Blue Chair Life.
We work with retirees, pre-retirees, and widows and widowers. Many prospects and clients are planning for, approaching, or already enjoying financial independence, and are looking for clarity around income, taxes, and long-term planning. Our process is designed to support individuals at different stages of their Blue Chair Life.
Individuals who are nearing financial independence, recently retired, or experiencing a life transition may benefit from a conversation. This can include people evaluating retirement income options, reviewing existing investments, or planning for tax efficiency. The goal is to provide education and structure to help clients better understand their options.
Getting started begins with a Blue Chair Discovery conversation to understand your current situation and what you would like to accomplish. From there, we outline a structured process called the Blue Chair process, which includes discovery, planning, and ongoing monitoring. You can contact us through our website or email at info@strategicwealthsolutionsllc.com to schedule
a meeting.
Our Blue Chair process is a five-phase approach designed to bring clarity and structure to financial decisions. Each phase builds on the previous one to help organize information and support informed decision-making over time.
Phase 1: Reflection and Discovery
Phase 2: Goals and Framework
Phase 3: A Distribution Plan
Phase 4: Implementation
Phase 5: Monitoring
We are compensated in one of three ways depending on the services provided. This may include a financial planning fee, commissions on certain products, or an advisory fee based on assets under management. We explain how compensation works as part of the planning process so clients understand how services are structured.
It can be helpful to bring recent financial statements, such as investment accounts, retirement plans, insurance policies, and any existing financial plans. You may also want to consider your goals, priorities, and any questions you have about your financial situation. This information helps guide a more productive and focused conversation.