Services

While developing a customized financial program, Cheri Johnson, Strategic Wealth Advisors LLC will walk you through a step-by-step planning process that will give you confidence in Your Life decisions.

Once your goals have been established, Our Focus will help you customize appropriate strategies to suit Your Goals.

We will help you execute a financial program utilizing the following strategies in the following areas:

  • Tax management
  • Investment management
  • Portfolio Risk Assessment
  • Retirement Income Planning
  • Estate and Legacy Planning
  • 401k Rollover
  • 401k Allocation
  • Long-term Care