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Your Goals, Your Way

Strategy First

Investments

Investment Management

Income for Life

Fixed/Fixed Indexed Annuities

Variable Annuities

Financial Planning

Retirement Planning

401k Plans, SEP and Simple IRAs

College Planning

Insurance

Life Insurance

At 1st Strategic Wealth Advisors, you can expect us to get to know you and your family, your goals, and what matters most to your bottom line. With this understanding, we are able to design an investment and retirement strategy specific to you. We pride ourselves on finding the best strategies for your individual needs and presenting those strategies clearly and concisely.

The first (and most important) step of the process? Learning about you and what’s important to you. We offer the flexibility to meet in-person, over the phone, or through a virtual appointment. From there, we’ll make recommendations based on your needs, goals, and comfort zone, whether you want to accumulate wealth in upmarkets, minimize risk in falling markets, or create a stream of income for your entire retirement.

Clients are provided professional strategies to accumulate, protect, and transfer wealth. Here are just a few products and services that fall under our areas of expertise:

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Derek.alfinito@lpl.com | 469-444-7373