Are you on track for retirement?

The question isn’t at what age to retire, it’s what income.

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Our Mission

Strategic Wealth Insurance Group, Inc., serves Arkansas, Kansas, Missouri, Michigan, Pennsylvania, Ohio, Illinois and Indiana. Our primary office is located in Shelby Township, Michigan and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are our tenets of success.

Strategic Wealth Insurance Group, Inc. provides investors custom-tailored strategies to meet short and long-term needs. Our goal is to help our clients realize their financial dreams by offering creative solutions through a transparent process utilizing innovative solutions that will empower our clients to actualize their financial independence. We strive to help every client protect his or her personal financial life from the volatility of the greater financial markets

We enable you to navigate today’s complex financial world. We will assist in the customization of a plan that encompasses all of your individual, family, and business needs.

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What We Do

Radio

Listen to Financially Tuned with Tim Sullivan.

Seminars

We invite you to attend one of our retirement educational workshops.

Generational Vault

Our Generational Vault is a virtual “safety deposit box” for your to upload important documents and view financial information.

You only have one shot at retirement ...

Learn more about your retirement options

 Start Learning

Order Tim's New Book Today!

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Our Services

Legacy Planning

Income Planning

Long-Term Care

Life Insurance

Social Security Maximization

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Generational Vault

Keeping Your Financial Information Safe and Secure

A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with a SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.

Generational Vault Login

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Learning Library

  • Social Security Maximization

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    Writing Your Retirement

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    Facts of Life

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  • Rule of 100

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    Income Planning

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    Legacy Planning

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Register For An Upcoming Seminar

There are no upcoming events at this time.
Please check back again soon.

Meet Our Team

Tim Sullivan
Founder and CEO

About

David Heim
Financial Advisor

About

Tammi Heim
Insurance Agent

About

Tom Boehmke
Financial Advisor

About

Shelby Green
Client Service Specialist

About

Brady Black
Vice President of Marketing Gradient Insurance Brokerage, Inc.

About

Dustin Leonard
Vice President of Marketing Gradient Insurance Brokerage, Inc.

About

Our Locations

Main Office

55105 Van Dyke Avenue

Shelby Township, MI 48316

View map and directions