Structured Wealth Management
Structured Wealth Management is a comprehensive financial services firm primarily serving Northwest Ohio and Southeast Michigan. We help soon-to-be-retired and retired residents to effectively plan for and prepare for life’s greatest journey.
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and needs their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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Our Retirement Services
Structured Wealth Management is a retirement services firm assisting Northwest Ohio and Southeast Michigan. Our core values guide everything we do. We give you the confidence to spend YOUR money and to retire when YOU want. As a team, we’ll provide customized financial strategies to help you achieve long-term goals so that you can ENJOY a more secure retirement. At Structured Wealth Management, we know a reliable strategy can help keep your family’s future protected.
Income Planning
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Wealth Management
Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.
Learn More About Our Wealth Management Plans
Tax Planning & Preparation
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Learn More About Our Tax Strategies
Medicare & Long-Term Care Planning
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Learn More About Medicare & Long-Term Care
Legacy & Estate Planning
Legacy & Estate Planning is often overlooked when it comes to financial planning. When done properly, legacy planning offers the potential to leave your family with a secure financial future that could last for generations.
Learn How To Leave A Legacy For Your Loved Ones
Retirement Resources
Our Complimentary Guide
TAX PLANNING GUIDE
Work To Reduce Your Taxes This Year And In The Future
After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.
