Financial Planning Resources for Members

To enhance AAA Ohio Auto Club’s member benefits, services and expectations, the club has partnered with The Strategic Wealth Management Group. SWM is a financial planning and investment advisory practice with locations in Mansfield, Columbus and across the country.

The associates at Strategic Wealth Management will provide AAA members with unbiased, non-proprietary wealth management and financial planning options. Services include portfolio management, retirement planning, estate planning and investment risk management analysis.

“I am excited to partner with AAA Ohio Auto Club and the brand it represents,” said Jeremy Swank, managing principal. “Our goal is to provide AAA Ohio Auto Club members value through the financial products and services our practice offers.”

“We are extremely proud of this opportunity and endorsement,” added Swank. He encourages AAA members to contact his office to discuss the financial planning services available to them.

AAA and SWM also plan to host a series of seminars, with topics like college planning, saving for retirement, women’s finances and investing in a volatile market. Keep an eye out for more information on these free, members-only seminars and to register.

Contact Jeremy Swank of the Strategic Wealth Management Group at 419-522-6636. In addition, members are also encouraged to visit the Group’s website, www.thestrategicwealthgroup.com, to learn more about the financial planning services available.