Retirement strategies
Planning focused on retirement goals and income needs.
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: 500 N Hurstbourne Pkwy, 40222-3301
Financial advisors provide retirement-focused planning through a process that begins with clients' goals, develops strategies for their needs, and supports implementation and ongoing planning. Services include wealth and income strategies, tax-mitigation planning, asset preservation, insurance and Medicare, and legacy planning. Investment opportunities, fees, and tax efficiency are also addressed as part of retirement strategies. The firm offers comprehensive planning for financial needs across retirement and future generations, including guidance on income, insurance, taxes, and legacy considerations. Its specialties include retirement planning and fiduciary advising. Strategic Wealth Designers serves clients in Louisville, US.
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- Reedleys Recognition & certificate
About Strategic Wealth Designers
Financial advisors provide retirement-focused planning through a process that begins with clients' goals, develops strategies for their needs, and supports implementation and ongoing planning. Services include wealth and income strategies, tax-mitigation planning, asset preservation, insurance and Medicare, and legacy planning. Investment opportunities, fees, and tax efficiency are also addressed as part of retirement strategies. The firm offers comprehensive planning for financial needs across retirement and future generations, including guidance on income, insurance, taxes, and legacy considerations. Its specialties include retirement planning and fiduciary advising. Strategic Wealth Designers serves clients in Louisville, US.
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 planning
Tax-mitigation strategies and tax efficiency considerations.
Legacy planning
Planning that addresses legacy needs for future generations.
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