Why Choose Us to be your Financial Advisor
Why Choose Us to be your Financial Advisor
At Strategic Wealth Design, we want to develop a long-term relationship with you, helping you plan for the future and face whatever financial challenges may come your way through the years. Here are four reasons why you should choose us as YOUR Financial Planner:
Philosophy
“Plan as if you are family”. Our advisors are guided by one question: Would I give that same advice to my parent or my sibling if they were in a similar situation?
Fiduciary
As fiduciaries, we are required to put your best interests ahead of our own at all times, regardless of compensation, perks, or other benefits. But, our commitment to you goes beyond any legal obligation – it’s a person-to-person connection based on mutual understanding and trust.
Independence
We are independent and free from third-party influence. Advisors at Strategic Wealth Design are independent financial professionals, not employees of a particular investment or financial services firm. This allows us the freedom to offer you objective guidance, focusing on what is best for you and your financial goals.
Experience
If you own a business, we understand your pain, since we live it, too. Yes, we have the industry experience and fancy designations, but more importantly – we understand your concerns as a business owner.