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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.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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How federal estate taxes work, plus estate management documents and tactics.

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Women must be ready to spend, on average, more years in retirement than men.

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