Mass Mutual

Financial Services

Mission Statement
As a premier financial services organization we will provide quality financial products and services to help empower our clients to make informed decisions. We work with individuals and businesses in developing customized solutions that are consistent with our client's goals and objectives. We accomplish this through a team approach utilizing our Financial Specialists.

About Strategic Wealth Management Group
Strategic Wealth Management Group is a comprehensive Financial Services Firm and General Agency of Massachusetts Mutual Life Insurance Company (MassMutual) serving the state of Wisconsin and Northern Illinois. Our objective is to assist our clients to achieve financial security in a complex and constantly changing world. We design strategies to help you achieve what is important to you.

We begin with a thorough assessment of your present financial situation so you can see where you stand. We listen in order to gain a thorough understanding of exactly what your objectives are for you, your family and your business. Only then do we begin to design a financial strategy specifically for you. We are able to prepare this strategy as a result of having a complete spectrum of custom designed financial products and services which include:
  • Financial Resource Analysis
  • Retirement Planning
  • College Funding Products
  • Investment Products
  • Estate Analysis
  • Business Continuation Planning
  • Executive Fringe Benefits
  • Employee Benefit Products & Services
  • Complete & Comprehensive Fee-Based Financial Planning

We are licensed to sell securities in the following jurisdictions: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NY, ND, NJ, NM, NM, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
We are licensed to sell insurance in the following jurisditions: CA, FL, GA, IA, IL, KS, KY, MA, MN, MO, MT, NC, ND, NM, NY, PA, TN, TX, VA, WA, WI, WV
We cannot communicate with, nor respond to requests from, users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

Brion Collins #0D11760, Gary Tsoumas #0C6443, Jack Kapinus #0E27228, Ernest Nilsson #0B56273, and Gerald Stocks #0D59625 are licenced to sell insurance in the state of California, but all live in Wisconsin.

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →