954-423-3290

Gary R. Polk, CLU, ChFC, CLTC             

If what you thought to be true about money... 

    turned out not to be, when would you want to know?

 

 

 

                                                                                                                                

 

Strategic Wealth Advisors provides independent and objective retirement income, wealth transfer, and long-term care planning stratagies; offering life, disability, critical illness, and long-term care insurance, medicare supplements, annuity contracts, and insured managed accounts.

As competent and experienced financial and insurance professionals, our main priorites are respectability and reliability when it comes to advising our clients.  We are independent in giving such advice since we are not bound to any one insurance or investment provider.

We have built our work's mission statement from these four guiding principles:

Expertise

We provide expertise in all areas of our practice, and we ensure this based on the experience we have gathered over 30 years in the business.  Additionally, we take part in relevant continuing education on an ongoing basis.  

Customer Service

We place great importance and take great pride in considering ourselves to being respectable, responsive, and a reliable partner to our clients.

Individual Solutions

Our experience shows that there is seldom a universal solution when it comes to the right insurance or investment decision.  We believe in creating customized insurance and investment solutions for our clients.

Long-term Partnerships

We believe in long-term relationships with our clients and we attend to their personal and business needs.  

We will be happy to meet with you and analyze your current situation without obligation.  There is no charge for an initial meeting or to get a second opinion.

 

 

   
 
 

Copyright © 2019 Gary R Polk | All Rights Reserved