Strategic Wealth Advisory

General information

Today more than ever, people are seeking "educated" advisors for help with retirement planning. Earl D Schultz, ChFC, president of Strategic Wealth Advisory, LLC (SWA) believes that the public is tired of an industry that talks mostly about what products their clients should purchase. His commitment to his own education as well as to educating clients is part of what sets SWA apart. Just like a proper golf swing is more important than the clubs (products) a golfer utilizes, SWA maintains that, while products are essential, understanding and implementing key financial concepts and strategies is of primary importance. SWA also believes that it is essential to not only accumulate wealth but to take the necessary steps to protect that wealth from unnecessary taxation and other government interference

Earl D. Schultz is a member of "Ed Slott's Master Elite IRA Advisor Group", through which he has gained specialized knowledge about IRA distribution and associated tax planning. He maintains that failing to have a proper distribution plan for your IRAs can be costly. (Being a member of Ed Slott's Master Elite IRA Advisor Group does not imply a certain level of skill.)

SWA frequently runs educational programs for the public at LCCC and other venues. Further information can be obtained at 610-404-3014 or 1-877-888-3014 or at earl@strategicwealthadvisory.net