At Strategic Wealth Design, our compensation is based on fees plus commissions. We charge fees on financial planning and investment management services, and receive commissions on fixed insurance products.
Financial Planning Services
We offer three tiers of financial planning services, from basic to comprehensive, depending on your needs and preferences.
Investment Management Services
Our investment services fees are based on the amount of assets under management and have tiered discounts built in as your assets grow.
We are independent brokers and receive commissions when we help fulfil a need for an insurance product.
Retirement Income Planning
Tax Planning and Projections
Corporate Retirement Plans
Long-term Care Insurance
Would you like to learn more details about our fees and how we can bring value? If so, please click link below to schedule a 30-minute initial consultation.
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Saturday: By Appointment
Schedule 30-minute Consultation
Use the button below to schedule a complementary introductory call.