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.



What We Do


Strategically Planning The Road To Your Retirement with Tim Sullivan


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

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Our Services

Legacy Planning

Income Planning

Long-Term Care

Life Insurance

Social Security Maximization

In The News

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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


    Writing Your Retirement


    Facts of Life


  • Rule of 100


    Income Planning


    Legacy Planning


Register For An Upcoming Seminar

There are no upcoming events at this time.
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Meet Our Team

Tim Sullivan
Founder and CEO


David Heim
Financial Advisor


Tammi Heim
Insurance Agent


Tom Boehmke
Financial Advisor


Shelby Green
Client Service Specialist


Melissa O'Neill
Executive Assistant


Michael Ayoub
Owner of Cranbrook Loans / Mortgage Specialist


Jasmine Moore
Estate Planning Attorney


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


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


Our Locations

Main Office

55105 Van Dyke Avenue

Shelby Township, MI 48316

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