Strategic Wealth Advisors Group, Inc.

Services related to financial planning; consulting in the field of income planning, namely, consultation for Social Security maximization, income and expense analysis, inflation plans, spousal plans and longevity protection; consulting in the field of investment planning, namely, consultation for assessing risk and reducing risks to clients’ portfolios, and comprehensive institutional money management; consultation in the field of tax planning, namely, consultation related to assessment of taxable nature of current holdings, IRA planning, strategizing ways to include tax-deferred or tax-free money in your plan, strategizing tax categories to draw income from first to reduce tax burden; consulting in the field of estate planning, namely consulting in the field of estate and income tax planning, protecting assets in trusts and assisting with tax related disbursement to beneficiaries; Services related to healthcare planning; consulting in the field of analyzing options for long-term care plans and navigating Medicare options

Financial planning consultation; "LYBL"