Retirement planning
Develops strategies focused on retirement income and goals.
Strategic Wealth Designers
Brand
Strategic Wealth Designers 2 locations · 2 cities
- Category
- Financial Services
- Headquarters
- United States
- Website
- swdgroup.com
- Locations listed
- 2 in Indianapolis, Louisville
- Recognition
- Listed
- 9025 N River Rd, 46240-2198 Indianapolis
- 500 N Hurstbourne Pkwy, 40222-3301 Louisville
About this location: 9025 N River Rd, 46240-2198
A financial advisory firm. Strategic Wealth Designers offers retirement-focused financial planning and wealth strategies. Its advisors work with clients to develop plans based on their goals and financial needs, then implement those plans with investment discussions and ongoing questions. Services include wealth and income strategies, tax-mitigation planning, asset preservation, insurance and Medicare planning, and legacy planning. The firm also addresses investment opportunities, fees, retirement income, and tax efficiency as part of its approach. Additional planning services focus on income, insurance, taxes, and more. Its process begins with discussing a client's goals, followed by strategies tailored to specific needs, plan implementation, and further planning as circumstances call for. The firm says it has served families since 2002 and clients throughout the country.
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About Strategic Wealth Designers
A financial advisory firm. Strategic Wealth Designers offers retirement-focused financial planning and wealth strategies. Its advisors work with clients to develop plans based on their goals and financial needs, then implement those plans with investment discussions and ongoing questions. Services include wealth and income strategies, tax-mitigation planning, asset preservation, insurance and Medicare planning, and legacy planning. The firm also addresses investment opportunities, fees, retirement income, and tax efficiency as part of its approach. Additional planning services focus on income, insurance, taxes, and more. Its process begins with discussing a client's goals, followed by strategies tailored to specific needs, plan implementation, and further planning as circumstances call for. The firm says it has served families since 2002 and clients throughout the country.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Tax strategies
Offers tax-mitigation planning and tax efficiency strategies.
Legacy planning
Plans for preserving assets and future generations.
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