Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Creating and Maintaining Financial Balance
Financial balance is something everyone wants to achieve, but not everyone does. As it stands today, the financial world is quite complex and uncertain, which requires attention to detail, expert knowledge, and a bit of finesse to design a financial plan that can sustain the test of time. Our mission is to help our clients not only achieve financial balance, but also maintain it throughout their life.
Building sustainable wealth is both a science and an art, and at Strategic Wealth Design, we use a powerful process that takes both the emotional and mathematical sides of financial planning to create financial balance for our clients. Through working with us, our client’s experience being better organized, being well informed, achieving higher levels of savings and increased protection.
Your success is our passion - we wholeheartedly care for our clients to have the financial success that they want and rightfully deserve. Whether your goal is preparing for retirement, college savings, or executing an estate strategy, we can help!
We invite you to explore the website and learn more about us, but more importantly invite you to spend 30 minutes with us over the phone or in person to evaluate if we are a good fit for each other. We promise that it will be time well spent.Contact Us
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
College Funding Ideas
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estate planning is one of the best ways to leave a lasting legacy to your loved ones.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Financial acronyms you should know.
Marriage changes everything, including your insurance needs.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn how to harness the power of compound interest for your investments.
That big list of dreams and goals isn't the only way to look at your bucket list.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.