SWE Wealth Plan

Gain valuable insights

Stike Wealth Enhancement features advanced interactive technology to help us understand your current situation, the possibilities available and the tradeoffs that may be necessary to achieve various outcomes.

Together, we'll get a thorough picture of what matters most to you, including:

• Your expectations – Will you have an active lifestyle, traveling often? Or do you want to spend a lot of quiet time with friends and family?
• Your concerns – Are you worried about running out of money, the cost of health care, or taking care of elderly parents?
• How prepared you are – How much money you’ll need for retirement, where it will come from, and how long it will last?

Answer “what if” questions

Stike Wealth Enhancement also helps us predict how your plan may be affected by different choices. For example, we can look at what could happen if you retire earlier or later, make or decline a major purchase and so on. Plus, we can use it to anticipate how your plan may be affected by events beyond your control such as changes to taxes, inflation or life expectancy. Modifying the planning variables allows us to see right away what the potential impact on your future financial position may be.

Make well-informed decisions—and prepare with confidence

Based on what we learn from Stike Wealth Enhancement, we can choose strategies and financial plans that are well suited for accomplishing your unique goals. contact us today to begin planning for the future you want.