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Understanding Investment Risk
Insurance Strategies

Understanding Investment Risk

Generally when financial advisors talk about investment risk, their focus is on the historical price volatility of the asset under discussion.

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August 29, 2023 No Comments
What is "no-fault" insurance?
Insurance Strategies

What is “no-fault” insurance?

Under this no-fault system, your insurer automatically pays for your damages, regardless of fault, up to a specified limit when you have an accident. In exchange for this guaranteed payment, you forgo some of your rights to sue the other driver involved in the accident.

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July 11, 2023 No Comments
Long-term care insurance is designed to pay for the cost of your care in a variety of settings, including a nursing home if you can no longer care for yourself independently. Long-term care policies vary widely in their coverages, limitations, and exclusions. A comprehensive policy generally covers the costs of round-the-clock nursing home care, including that given at custodial, intermediate, and skilled levels. The policy may also cover any expenses associated with assisted-living residences provided that the facility is state certified. Adult day-care centers are often covered as well, as is respite care, which is the temporary professional care you'll need if your regular caregiver is on vacation. Policies may also pay for at-home care provided by registered nurses; respiratory therapists; physical, occupational, or speech therapists; registered dietitians; or licensed social workers. Policies may also cover the cost of caregiver training for a family member or friend. Finally, the insurance may cover the cost of an independent health-care professional, such as a registered nurse, who will act as your personal care consultant. Such a benefit gives you an objective person with whom you can discuss the quality of your care. Insurance companies will require that you meet certain conditions before they issue the benefits. For example, they usually require that you be unable to perform certain regular daily activities by yourself, such as normal bathroom functions, bathing, dressing, and eating. Companies will also issue benefits because of cognitive loss as a result of Alzheimer's disease, senility, and other forms of dementia. All of these requirements are explained in the policies. Make sure you speak with a trusted insurance professional before you purchase this coverage.
Insurance Strategies

What is long-term care insurance?

A comprehensive policy generally covers the costs of round-the-clock nursing home care, including that given at custodial, intermediate, and skilled levels. The policy may also cover any expenses associated with assisted-living residences provided that the facility is state certified.

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June 27, 2023 No Comments

“We are committed to helping our clients with the often-daunting tasks of financial planning and to giving you a clear vision of your financial future.”

Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer

What Our Clients Say

"My wife and I met with SWMG for our regular bi-annual follow up meeting. It was one of the best meetings we've had. They reviewed our E-Money account with us and we updated it. They were very helpful and patient. In the course of doing that we discussed our account and our questions were answered. They are very well informed, professional and courteous. It was like having coffee with a good friend. I would highly recommend SWMG."
Richard Flores★★★★★
"It’s a very hard thing to trust someone with your life savings, we realized that to retire we really needed to know where we stood. We would not trust our money with anyone other than Josh Strittmatter and Kelly Buchfink. They have the utmost integrity and will always put you first when managing your money. They are also always available when you need them. Thank you Strittmatter Wealth Management."
Diann Franz★★★★★
"This group is completely dedicated to getting to know each individual and family and their level of what they feel comfortable investing. Whether it is extremely conservative or more toward the higher risk/higher reward strategy... they listen to each person goals and finances to invest. Good people. They also provide their cliental many opportunities for volunteer service, such as Ronald McDonald House and Samaritan's Purse and other charitable worth while endeavors. Yes, good people indeed."
John Loven★★★★★
"We have used the SWMG for the past 12-13 years and have been very happy with all of the services from Josh and his staff. They have all been very professional and do care about our success. We are now on Medicare, Social Security and a modest retirement fund and have felt very secure under their management. We feel very lucky to have found them all those years ago."
Floyd Ostrom★★★★★
"I worked with Strittmatter Wealth Management (SWMG) to create my estate plan after attending their seminar on estate planning. I found the staff to be professional, respectful, and friendly."
Don Haake★★★★★
"The staff has always been helpful, instructive and caring. Whenever I have had a question or concern they have been quick to help me. They answer all my questions, let me know where I am financially and help me with projections for the future. I would highly recommend Strittmatter Wealth Management Group to any or all who ask."
Martine Thomas★★★★★
"I have worked with SWMG for several years and they have done a great job for me. SWMG is very professional and has done an excellent job of managing my account. I highly recommend their services to others."
Theron Darr★★★★★
"We’ve been receiving financial advice and management from this company for several years and have every confidence that our money is being managed properly. Plus everyone is wonderful to deal with!"
Jill Kessler★★★★★
"Strittmatter Wealth Management Group has been instrumental in advising us on our financial planning. They have guided us with insightful suggestions based on our specific situation and our goals for our future. Highly recommended."
Jerry Priester★★★★★
"My wife and I have been invested with SMWG for over 10 years. We trust their investment advice and are encouraged to to stay educated by listening to their webinar series. We recommend that anyone needing a financial advisor group to call them."
Hayden Crowley★★★★★
"Love working with SWMG! They are like family in their friendliness and thoughtfulness! But also very professional and knowledgeable! I feel very safe with my finances being overseen by them!"
Helen Haynes★★★★★
"SWMG has provided professional, expert handling of my financial accounts and questions for a number of years. In addition, they take a personal and friendly approach toward planning and management. My accounts are definitely in good hands."
Karen Thompson★★★★★
"Really have nothing but great things to say about Strittmatter Wealth Management. They help us with any questions we have and they listen to us and they respond to our financial needs and planning. Cannot recommend them enough. You will not be displeased one bit!"
Michael Marchant★★★★★
"We are always grateful for the excellent service we receive. Everyone on staff treats us as if we are their only client. We have been with Josh & co. for around 10 years and are very happy with our ROI as well as having them as our financial advisors."
Mike Dixon★★★★★
"The interaction and response from SWMG team is phenomenal every time I have a question. They are top-notch. We could not be more pleased with their performance!"
Kent Olson★★★★★
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