We specially tailor our investment strategies and plans to help you manage your assets. Whether you need advice on rising taxes or appropriate risk tolerance for your situation, we can help. We are a fiduciary firm, committed to providing wealth management recommendations that are in your best interest.
Planning for retirement begins with understanding your retirement goals and how long you have to meet them. Once we have a good grasp on your priorities, we can guide you towards choosing the right accounts to invest in that put you in the driver's seat on the path to achieving your retirement goals.
Planning for retirement begins with understanding your retirement goals and how long you have to meet them. Once we have a good grasp on your priorities, we can guide you towards choosing the right accounts to invest in that put you in the driver's seat on the path to achieving your retirement goals.
Services
Our History
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Strategic Wealth Designers (SWD) was founded in Louisville, KY by Matt Dicken in 2002 with the goal of helping retirees and pre-retirees secure their financial future. Our "safer money" approach to investing coupled with a track record of success have created a formula for tremendous growth.
We were proud to have served our local community for so many years, but it became apparent that we needed to significantly increase our scope in order to help more people.So recently we've expanded into several new markets and now have offices serving clients in Lexington, KY, Indianapolis, Plainfield and Evansville, IN, Cincinnati, OH and Denver, CO.
We were proud to have served our local community for so many years, but it became apparent that we needed to significantly increase our scope in order to help more people.So recently we've expanded into several new markets and now have offices serving clients in Lexington, KY, Indianapolis, Plainfield and Evansville, IN, Cincinnati, OH and Denver, CO.
Financial Services
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The longer you invest, the more potential your money has to compound interest. If your portfolio has not fully recovered from losses in recent years, you may wish to consider a more aggressive allocation to make up for lost ground and get back on track to accumulating wealth.
Diversifying your retirement assets among a variety of vehicles - both through insurance products and investments, depending on what is appropriate for your situation - may offer you the best chance of meeting your retirement income goals throughout your lifespan.Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement.
Diversifying your retirement assets among a variety of vehicles - both through insurance products and investments, depending on what is appropriate for your situation - may offer you the best chance of meeting your retirement income goals throughout your lifespan.Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement.
Tax Planning
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Watch our recent webinar with partner Jordan Schwartz and Josh Smith, our Tax Planning Specialist, where they discuss how you can incorporate taxes into your retirement planning. We are happy to introduce our new tax planning and analysis software, Holistiplan, which helps us to find potential tax saving opportunities.
Medicare
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There's more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up. Jennifer has been insurance licensed since 2007 and is ready to help you find your way through the complex world of Medicare.
Property & Casualty Insurance
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Watch our recent webinar with CEO Matt Dicken and Erin Vaughn, Director of Property and Casualty. Learn more about our property and casualty insurance offering and how we can help you find the coverage you need. Your house is likely one of the biggest purchases you'll make in your life. It's more than an investment.
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