As a trusted partner for over 20 years, Strategic Wealth Partners, a registered representative of Lincoln Financial Advisors, is one of the five approved retirement providers on UT Southwestern’s campus. As a team of CFP® professionals that focus on your UT benefits, we also are available for a comprehensive view of your financial health looking beyond plan enrollment education and employer-sponsored account reviews when appropriate.
If you need assistance with your UT accounts –We are always here for any questions you have or assistance you may need.
While we can assist you with all things UT, we also continue our relationship with our UT clients when they’re looking for more or have moved on. Our team is available to assist with overall financial management, insurance, 529 accounts, and more.
With your unique goals in mind you’ll gain the pillars needed to have a secure financial foundation.
With a custom road-map for your retirement you’ll have a clear plan with accountability and flexibility as your life and goals develop.
A truly holistic wealth management approach, this concierge full-scope process encompasses every financial detail of your legacy.
It’s our honor to walk along side this life with you, from the basics of foundational financial plans to our full concierge team approach, we are ready and listening to help you achieve your life and legacy goals. Use the get in touch form to schedule a free consultation.
15455 Dallas ParkwaySuite 1200 Addison, TX 75001
Office: (972) 361-3800Email: Ryan.firstname.lastname@example.org