THE STRATEGIC WEALTH ADVISOR LLC
BOCA RATON, FLORIDA

Most people simply do not realize how much they are spending every day.” To plan for the future, or “have an umbrella ready for a rainy day” as Nancy likes to say, she helps her clients take an honest look at their current financial affairs and fine tune what they are spending now so that they can enjoy the future they desire. “ Longevity has increased dramatically to where it is not unusual to live into your 90’s. Maybe we need to ask the question is RETIREMENT a 21st Century word? Once people understand that they will have a longer life, and therefore their money has to last longer, they are not disappointed that retirement may not fit into the modern financial world.” Nancy helps her clients look outside the box. Much of her firm’s client base is composed of people aged 40 and over, who’ve worked as business professionals, medical professionals, or small to midsize business owners, and have investment portfolios and are concerned about future income. Nancy says, we help people look ahead when they barely have a chance to look up! Nancy J. Hite, CFP®️,CWS®️,ChFC, CLU, RFC a Fiduciary and founder of The Strategic Wealth Advisor LLC offers forthright and honest financial advice and coaching to help her clients prepare and enjoy the next chapter of their lives without financial worry. The Strategic Wealth Advisor We help you look ahead when you’ve barely had a chance to look up! One of Nancy’s favorite expressions is, K.I.S.S. “Keep it Simple, Sweetie.” Because cooking is a hobby she enjoys, she uses the analogy of breaking down the financial planning process step-by-step, as a one does with a recipe, so that it is not overwhelming. “When I begin with a new client, I take a look at the portfolio they come in with, review their goals and then together we do some behavioral coaching, step-by-step, to help them adjust to a different mindset about money and their future similar to approaching a new recipe.” Securities and Investment Advisory Services offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Adviser. The Strategic Wealth Advisor LLC 1200 North Federal Highway Suite 200 Boca Raton · FL 33432 · USA 561-997-8800 Non-Securities products and services are not offered through Signator Investors, Inc. The Strategic Wealth Advisor Once we know where you need to get to, it’s easier to construct the roadmap of how to get there. I can provide you with a tailored plan to help achieve your vision for the future. As your coach, I will be supporting you every step of the way and helping to keep you informed of your options so you can make smart financial decisions. Golfers know that shooting 70 and 72 may not be as exciting as shooting 65 and 82; but after 2 rounds, we are 5 strokes ahead. It’s not how many birdies you make, but how many bogeys you avoid. Our investment approach is not to try and shoot a big number. If we protect the downside, the upside takes cared of itself. Some people are making such thorough preparation for rainy days that they aren’t enjoying today’s sunshine. There are only three things you can do with money: spend it now, spend it later or spend it never. We’re here to figure out which combination of those fit your lifestyle now and in the future. We would rather be out of the market wishing we were in than in the market wishing we were out. There is a difference between hearing and listening, we are good listeners. As a wearer of two hearing aids I appreciate the difference. Patience is not the same as inaction. We make decisions about your account every day. Most days we decide to do nothing. We are actively and patiently executing your strategy. Investment Adviser Representative of and securities and investment advisory services offered through Signator Investors, Inc. Member FINRA, SIPC, and a SEC Registered Investment Adviser. The Strategic Wealth Advisor LLC is independent of Signator Investors, Inc. The Strategic Wealth Advisor 1200 North Federal Highway Suite 200 Boca Raton · FL 33432 · USA 561-997-8800 Non-Securities products and services are not offered through Signator Investors, Inc. The Strategic Wealth Advisor LLC is not affiliated with Signator Investors, Inc. Any political opinions expressed are for general information only and are not necessarily the opinion of Signator Investors, Inc. It is not intended to provide specific advice or recommendations for any individual. Any information contained in this communication is produced for general informational purposes. It does not constitute a research report and it is not a research recommendation. Signator Investors, Inc. does not have a research department and does not publish research reports. We are registered to sell Securities and insurance in the following states: FL, MA, MD, NJ, NY, PA, and VA. Check the background of this investment professional on FINRA's BrokerCheck: Investment Adviser Representative of and securities and investment advisory services offered through Signator Investors, Inc. Member FINRA, SIPC, and a SEC Registered Investment Adviser. The Strategic Wealth Advisor LLC is independent of Signator Investors, Inc. The Strategic Wealth Advisor 1200 North Federal Highway Suite 200 Boca Raton · FL 33432 · USA 561-997-8800 Non-Securities products and services are not offered through Signator Investors, Inc. The Strategic Wealth Advisor LLC is not affiliated with Signator Investors, Inc. Any political opinions expressed are for general information only and are not necessarily the opinion of Signator Investors, Inc. It is not intended to provide specific advice or recommendations for any individual. Any information contained in this communication is produced for general informational purposes. It does not constitute a research report and it is not a research recommendation. Signator Investors, Inc. does not have a research department and does not publish research reports. We are registered to sell Securities and insurance in the following states: FL, MA, MD, NJ, NY, PA, and VA. Check the background of this investment professional on FINRA's BrokerCheck: