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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Beware of these traps that could upend your retirement.
There are ways to improve your physical fitness without denting your fiscal fitness.
What’s the deal with your yearly free credit report?
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Purchasing homeowners insurance is critical for protecting your home.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
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
Women must be ready to spend, on average, more years in retirement than men.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.