Business Details
24 Years
experience
Your Trusted Partner for Holistic Retirement Planning
Since 2002, Strategic Wealth Designers has been dedicated to transforming retirement planning into a personalized, comprehensive experience. Our fiduciary advisors prioritize clients' unique goals, offering tailored strategies that extend beyond traditional financial services. With a focus on tax efficiency, income optimization, and legacy planning, we guide families through every phase of retirement preparation. Our proprietary Flight Plan to Freedom process ensures clients receive actionable strategies aligned with their aspirations. Backed by decades of collective experience, we combine technical expertise with a client-first philosophy to deliver enduring financial security. Our team treats every client relationship as a partnership, emphasizing transparency, education, and long-term trust.Through regular checklists, educational resources, and personalized consultations, we empower clients to make informed decisions about their financial future. Our commitment to holistic planning encompasses insurance, Medicare, investment management, and estate planning, addressing every aspect of retirement readiness. Recognized for our client-centric approach, we continue to refine our services to meet evolving financial landscapes. By maintaining fiduciary standards and avoiding industry trends that prioritize profit over people, we've built a reputation for integrity and excellence in retirement planning.
Services
Holistic Planning
Tax Planning
Medicare Planning
Wealth Strategies
Legacy Planning
Income Optimization
Insurance Solutions
Estate Planning
Investment Management
Retirement Education
Details
- Year established: 2002
Highlights and features
- We operate as fiduciary advisors committed to clients' best interests
- Our Flight Plan to Freedom process provides structured retirement strategies
- We offer comprehensive A-to-Z financial planning services
- Our team combines decades of retirement planning expertise
- We provide personalized checklists and educational resources for clients
Services
Holistic Planning
Our holistic planning approach considers every aspect of financial well-being, creating integrated strategies that address retirement income, tax efficiency, and legacy goals. We analyze clients' complete financial picture to develop coordinated solutions that adapt to changing life circumstances. This comprehensive methodology ensures all planning elements work together to maximize retirement security.
Tax Planning
Specialized tax planning services focus on minimizing lifetime tax burdens through strategic income distribution and investment management. We implement proven techniques to optimize tax efficiency during both accumulation and distribution phases of retirement. Our strategies help clients retain more of their hard-earned assets while maintaining compliance with evolving tax regulations.
Medicare Planning
Medicare planning services help clients navigate complex healthcare options during retirement. We provide guidance on coverage selection, supplemental insurance, and long-term care considerations. Our approach ensures clients understand their healthcare costs and have appropriate protections in place to maintain financial stability throughout retirement.
Legacy Planning
Legacy planning services focus on preserving wealth for future generations through strategic estate planning. We coordinate wills, trusts, and charitable giving strategies to implement clients' wishes while minimizing estate taxes. Our comprehensive approach ensures smooth wealth transfer while maintaining current financial security.
Wealth Strategies
Custom wealth strategies combine investment management with comprehensive financial planning to grow and protect assets. We develop personalized portfolios aligned with retirement goals while integrating tax, insurance, and income planning. Our approach balances growth potential with risk management to ensure long-term financial stability.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including tax mitigation, Medicare planning, legacy strategies, income optimization, and investment management tailored to individual needs.
Are you fiduciary financial advisors?
Yes, we operate as fiduciary advisors legally obligated to act in clients' best interests at all times.
How do you help with Medicare planning?
We provide guidance on Medicare enrollment, supplemental insurance options, and long-term care planning to manage healthcare costs in retirement.
What is your Flight Plan to Freedom process?
Our structured planning process includes goal assessment, strategy development, implementation, and ongoing support to help clients achieve retirement security.
Do you offer educational resources for retirement planning?
Yes, we provide checklists, e-books, and educational materials covering retirement strategies, social security optimization, and estate planning.
How are your services different from other financial advisors?
We combine fiduciary standards with comprehensive planning that addresses all aspects of retirement, treating clients as family with personalized, long-term solutions.
Reviews (6)
Margaret Turner
Sep 04, 2021
Report
I was introduced to Strategic Wealth Designers a little over a year ago & started watching their weekly videos. I learned so much from them & loved what they had to say. The very best part of SWD is as a fiduciary firm they truly care about their clients & make strategic recommendations with no commissions or trading fees. I work with Rob De Lessio who is the best financial planner Ive ever worked with. He and his team carefully craft investment strategies for me as I inch closer to retirement. Their staff including Nancy Barnes are top notch and the best in the industry.
Phil
Sep 03, 2021
Report
Positive:Professionalism,Quality
Spent a few days around the SWD group and it was crystal clear how much they value their employees and the hard work that they put in. They work hard to make sure their clients are just as happy as they are. Great people to surround yourself around!
Spent a few days around the SWD group and it was crystal clear how much they value their employees and the hard work that they put in. They work hard to make sure their clients are just as happy as they are. Great people to surround yourself around!
Jacob Hina
Aug 29, 2021
Report
As a younger working professional it helps to find video breakdowns on investment strategies and none are more clear and concise than SWDs. Jordans breakdown video of investing options with $10,000 was great and I will definitely be exploring the dollar-cost averaging methodology to maximize returns on index funds. Great video and worth subscribing!
Parker Hobbs
Aug 23, 2021
Report
Positive:Value
I went to a holiday party for Strategic Wealth Designers, and I have to say, the employees I encountered treated me with kindness and respect. It truly felt as if they were all one big family. Im definitely looking forward to getting to know more about the SWD culture!
I went to a holiday party for Strategic Wealth Designers, and I have to say, the employees I encountered treated me with kindness and respect. It truly felt as if they were all one big family. Im definitely looking forward to getting to know more about the SWD culture!
Billy Grubbs
Aug 20, 2021
Report
Positive:Professionalism,Responsiveness
As someone new to the investment world, the Strategic Wealth Designers blog has been very helpful for me. There is a lot of practical content that anyone can digest. I feel I am ready to find an advisor without starting off completely in the dark. Looking forward to building a relationship with SWD!
As someone new to the investment world, the Strategic Wealth Designers blog has been very helpful for me. There is a lot of practical content that anyone can digest. I feel I am ready to find an advisor without starting off completely in the dark. Looking forward to building a relationship with SWD!
Jeffrey Wilson
Aug 11, 2021
Report
I have been a client for about a year now. SWD has a very very low pressure approach to selling their products and services - they explain their strategy and how they differ from other investment advisors and then the choice is 100% up to you. The staff is very professional and responsive to client inquiries and requests for information - kudos to Thomas and Nancy in the Louisville office. SWD has an office in several cities.
- adding on, a year later - still very satisfied with SWD - special Kudos AGAIN to Nancy in the Louisville office for always being kind, friendly and professional - and
- adding on, a year later - still very satisfied with SWD - special Kudos AGAIN to Nancy in the Louisville office for always being kind, friendly and professional - and
