3213 Executive Park Circle,
Strategic Wealth Specialists is a proud member of this community. Our business is devoted to helping the individuals, families and small business owners who live and work here achieve their goals. While the world is constantly changing, it’s comforting to know some things stay the same; that we can rely on each other. We understand that each member of this community has important goals — some financial, others personal —and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing “what’s possible” and take you all the way to “it’s happening and I know I’m prepared.” Protecting our families, planning for the future and having the confidence to know that no matter what life may have in store, we are prepared.
In our business, contributing to the community goes well above andbeyond providing products and services that help families and smallbusinesses build confidence in their financial future. It also meansinvesting time and money into the community we call ‘home.’ Bysupporting the local charitable and civic organizations, we continuouslyserve others, thus making our community stronger. Together, we cansupport all who live here — not just those we are privileged to callour clients.
As an agency of The Guardian Life Insurance Company of America(Guardian), Strategic Wealth Specialists is proud to help our clientsput the necessary protections in place to help secure the future of theirloved ones and their businesses. We’re also privileged to help those sameindividuals build long-term financial security for themselves and theirfamilies. For over 155 years, Guardian, a Fortune 250 company with astrong set of values, has worked tirelessly to do the right thing. First andforemost at Guardian, people count. And, as a mutual company, ownedby its policyholders, Guardian shares a common goal with its customers— to deliver on its long-term promises. This commitment to enduringfinancial strength and stability is core to Guardian’s commitment to itscustomers.Our firm holds these same values, and our commitment to continuallydo the right thing for our clients and for our community guides ouractions each and every day. We hold ourselves to high ethical standardsand are pleased that our association with Guardian provides our clientswith access to a company that offers the kind of strength and integritythey both expect and deserve.
*Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion.
Note: All figures reflect policies and contracts of the primary servicing agency.
¹Reflects all in force policies and contracts serviced by this agency as of 12/31/2022.
²Includes owners of in force life, disability income, long term care, policies as well as all securities accounts.
3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2022). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
⁴Represents Dividends paid in 2022 on Whole Life policies, excluding closed and surrendered policies.
⁵Represents all Life and Disability claims paid in 2022.