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Strategic Wealth Advisors, LLC

Office: 4221 Harborview Drive NW, Suite 100, Gig Harbor, WA 98335

Phone: 253-858-4411
Fax: 253-514-8047
E-mail: cheri@strategicwealthadv.com

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Your Life. Your Goals. Our Focus.

A Better Understanding

A Better Understanding

We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, financial estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Make an Appointment with Cheri Johnson

Make an Appointment with Cheri Johnson

To schedule an appointment to discuss your retirement planning, portfolio, or income needs, please click on the button below.

How much money do I need to retire?

The amount you need depends on your lifestyle, expected expenses, retirement age, healthcare costs, and other sources of income like Social Security and pensions. We will help you build a personalized retirement plan so you know if you're on track and what adjustments may be needed.

When should I start taking Social Security?

Claiming early may reduce your monthly benefit, while waiting can increase it. Factors like your health, life expectancy, marital status, and retirement income needs each play a role. We are here to determine the strategy that best fits your retirement plan. 

How often should I review my retirement plan?

We encourage clients tor review their retirement plan at least once a year, or as you experience major life events like retirement, marriage, divorce, receiving an inheritance, changing jobs, or selling a business.