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Simplifying the Complex

“Simplicity is the ultimate sophistication.” ~ Leonardo da Vinci

We live in a very complex world and the financial system, products and strategies make it even more complicated. This makes it difficult to plan for retirement, college or any other goals that we may have for our future.

At Strategic Wealth Design, we realize that our clients are constantly challenged with these complexities. Our goal is to help simplify financial decisions so our clients can focus on the important things in life.

In order to achieve simplicity, we use a very unique planning process that is built on a four-part philosophy:

  1. Protect your income and your assets
  2. Save 15-20% of your income
  3. Eliminate debt
  4. Live within a budgeted lifestyle

We welcome the opportunity to serve you and 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.