At Strategic Wealth Designers, we believe in doing what is right, not what’s popular, that is why we offer products that are best for you, not the masses. We offer a wide range of services that can help you secure your financial future at any stage in your life, and since we are not owned by other financial institutions we are free to offer the best products available. If you would like to know more about any of our services, please click Contact Us and one of our staff members will be happy to assist you.

Individual Retirement Services
Business Services
Investment and Wealth Services
Insurance Services
Other Services

Individual Retirement Services
Retirement Strategies - Our strategic process allows you to make informed decisions when navigating the retirement option waters. Helping you make the right choices will eliminate the fear and stress involved in planning for your retirement, while building toward your retirement goals.

We offer many options such as IRAs, annuities, and more to help you make the most out of your retirement dollars. 

Business Services
401(k) & 403(b) Plans - The process of evaluating 401(k) or 403(b) plans can be daunting. In some cases a full 401(k) plan might not be necessary whereas in other cases, a state of the art 401(k) provider will be your company’s most popular benefit. At Strategic Wealth Designers, we work with numerous qualified retirement plan providers to help design a strategy that best fits your company's and employees' needs.

Deferred Compensation Strategies - In some cases, deferred compensation plans are used instead of or together with a 401(k) or 403(b). For higher income earners, deferred compensation plans allow for greater tax benefits over and above what a qualified plan would allow. With most deferred compensation plans, the owner gets to choose who participates creating a “golden handcuff” on the companies most talented employees. Let us help you determine which plans are best for your personal and business goals.

Pension Strategies - Whether you own a business and provide a pension plan for your employees, or if you work for a company that provides you with a pension plan, knowing and understanding how the benefit will affect the rest of your planning is crucial. Let us help you evaluate your options and tailor a solution designed to take the maximum benefit of these plans or distributions.

Business Strategies - As tax laws and products continue to change, it is important to have a proper plan for your business as well as your personal finances. At Strategic Wealth Designers, we help you coordinate the strategy and implementation of these plans for maximum efficiencies.

Group Employee Benefits - A state of the art employee benefits plan will not only help you attract key talent to your company, it will also help you retain valued employees. While most business owners do not object to providing the best employee benefits program, these owners object to paying the high costs. At Strategic Wealth Designers, we help you provide cost effective benefits. We can reduce your company’s overall cost for providing benefits without increasing the cost to your employees. We can also reduce the benefits in which your employees are accustomed to or increasing the cost to them.

Investment and Wealth Services
Wealth Creation - The SWD team will assist you in growing your wealth in the most cost and tax efficient ways possible regardless of your financial portfolio or objectives.

Investments - SWD is committed to working with you to chart the investments most appropriate for you based upon your goals, tax level, and risk tolerance. Our goal is to reduce fees and lower the amount of risk currently being taken without sacrificing returns.

Insurance Services
Insurance Strategies - Together, we will evaluate and coordinate your insurance coverage to minimize unnecessary premiums while maximizing protection benefits. In most cases, we are able to reduce insurance costs while maintaining or even adding better coverages.

Other Services
College Strategies - Planning for your children's or grandchildren’s higher education expenses can be confusing. All too often, parents and grandparents invest in the "hottest" product available with little or no attention paid to how that product will affect future financial aid, scholarships, loans, and payment. To help effectively plan for these variables, the SWD team can help develop higher education strategies designed for tax favorable growth and flexibility.

Estate Strategies - Even with the increased "estate tax" limits, proper strategies are still important. The SWD team can help you develop or improve your estate plan to ensure that it is easy to understand and to implement, giving you and your loved ones peace of mind.