Wealth Management for the Wise

Strategic Retirement Group is an independent financial firm established in 1989 in Stuart, Florida, with the commitment to work closely with clients and have the freedom to help choose what is best for each one. Wealth Management is a very personal, private matter and demands a high standard of personal attention, accessibility, accountability and integrity. 
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Making the Most of Life Insurance Tax Benefits: Get an overview of three key tax features available via life insurance.

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This communication strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,CT,FL,GA,IN,KS,KY,MA,MD,MI,NC,NH,NJ,NV,NY,OH,PA,SD,TN,TX,VA,VT,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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