TERM OF USE

Last Updated: January 2026

By accessing and using this website, you agree to the following Terms of Use. If you do not agree, please do not use this website.

Informational Purposes Only

The content on this website is provided for educational and informational purposes only and does not constitute financial, investment, tax, or legal advice.

No Client Relationship

Use of this website does not create an advisor-client relationship with Pierce Strategic Wealth Management.

No Guarantees

All financial strategies and concepts discussed involve risk. Past performance is not indicative of future results. No guarantees are made regarding outcomes.

Intellectual Property

All content on this website, including text, graphics, logos, and images, is the property of Pierce Strategic Wealth Management and may not be reproduced without written permission.

External Links

This website may contain links to third-party websites. We are not responsible for the content, accuracy, or privacy practices of those sites.

Limitation of Liability

Pierce Strategic Wealth Management is not liable for any damages arising from the use or inability to use this website or its content.

Governing Law

These Terms are governed by the laws of the state in which the business is registered.

Changes to Terms

We reserve the right to update these Terms at any time. Continued use of the website constitutes acceptance of any changes.

Frequently Asked Questions

Common Questions Answered for your convenience.

While we do not limit who we work with?

We specialize in helping pre-retirees and early retirees aged 62-67 who want clarity around Retirement Investment Strategy, 401(k) & IRA Maximization, Social Security, Medicare Planning and Protection, Taxes, and Longevity Planning.

Are you a fiduciary?

Yes. We are a fiduciary firm, meaning we are legally required to always act in your best interest—no conflicts, no pressure.

Can you help with Medicare and Social Security decisions?

Absolutely. We guide clients through Medicare planning and Social Security maximization to help avoid costly mistakes and maximize lifetime benefits.

How do you help reduce taxes in retirement?

We create tax-efficient retirement income strategies, including smart withdrawal planning and proactive tax management, designed to help your money last longer.

What is the Retirement Confidence Blueprint™?

It’s our comprehensive planning process that aligns healthcare decisions, income planning, investments, and legacy goals into one clear retirement roadmap.

Is the consultation really free?

Yes. Your initial consultation is 100% free, transparent, and pressure-free.

Still have questions?

Schedule a no-obligation strategy session and get clarity on your retirement plan.