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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Retirement Planning |
$100 - $300
Call to Book
|
Investment Strategy Development |
$200 - $500
Call to Book
|
|
Portfolio Management |
$150 - $350
Call to Book
|
|
Investment Management | 401(k) Management |
$50 - $150
Call to Book
|
Wealth Management |
$200 - $400
Call to Book
|
|
General Portfolio Review |
$100 - $200
Call to Book
|
|
Estate Planning | Will Preparation |
$200 - $500
Call to Book
|
Trust Establishment |
$300 - $600
Call to Book
|
|
Power of Attorney Services |
$100 - $250
Call to Book
|
|
Financial Education | Workshops and Seminars |
$20 - $50
Call to Book
|
Online Courses |
$50 - $100
Call to Book
|
|
Personal Financial Coaching |
$100 - $300
Call to Book
|
|
Client Relationship Management | Regular Check-ins |
$50 - $100
Call to Book
|
Customized Financial Reviews |
$100 - $250
Call to Book
|
|
Tax Planning Assistance |
$100 - $300
Call to Book
|
At Strittmatter Wealth Management Group, LLC, we are about freedom. Freedom to enjoy life. We help our clients achieve financial freedom. At one of the nation's most prestigious wealth management firms, we specialize in retirement planning, estate planning, and investing. We act as fiduciaries and always put our clients' interests first. We make every effort to build long-term, multi-generational client relationships. Our goal is to provide the greatest client experience possible. We do this by providing comprehensive, unbiased advice and ongoing planning to address all areas of our clients' lives.
 
Customer reviews confirm SWMG's exceptional customer service, innovation, professionalism and customer satisfaction. Customers stated that the professionals above treat them as partners rather than mere accounts and they care about their customers’ needs. Customers also praised the personnel for their excellent financial guidance and frequent shifts to investment opportunities. Customers also stated that the firm often held backup seminars for customers to make better financial choices. SWMG, customers explain, has assisted them in developing sustainable financial plans and their earnings through insurance payments. Furthermore, they maintained that the kind and skilled client team were always available whenever the customer needed them. The client’s comments also confirmed that the firm had excellent financial advantages and transferred investment unease to clients, thus increasing the company’s satisfaction. The firm seems to cater to all financial planning engagements, as other customers have been working with the firm for years but they needed a career, impending death and insurance assistance, the company successfully guided and concerned them. Therefore, the clients’ positive comments and their new allegiance to the firm suggest that SWMG’s commitment to its customers is unbeatable and a well-deserved recommendation for clients looking for a financial planner.
 
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