We aren’t like other Financial Planners.
We are a fiduciary firm offering a wide variety of financial services.
Wealth
Management
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.
Retirement
Planning
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.
Fiduciary
Advising
Not all advisors are required to put you first. Only financial advisors who are fiduciaries are REQUIRED to act in the best interests of their clients. As a fiduciary firm, SWD offers a variety of services tailored to the client’s needs and goals which include wealth accumulation, asset protection, life insurance, retirement income strategies, annuities and more.
Read Matthew's Latest Book!
Retirement Rules:
3 Steps for Planning Your New Financial Future
In today's uncertain economic times, to be successful you need to truly understand your options in retirement, ways to reduce risk, minimize taxes and generate income that you can pass onto heirs and beneficiaries. This book is a great place to start to learn some no-nonsense, proven strategies and ideas honed from years of helping people achieve their retirement goals.
Our Professionals will help you retire with CONFIDENCE
Our Events
At Strategic Wealth Designers our events range from educational dinners, retirement planning courses at local universities, to client appreciation parties and more. We strive to provide a world class experience and pack the evening with relevant, applicable material we feel our clients and all pre-retirees would benefit from.
Wine and Wisdom
At our Wine and Wisdom Events we want to reintroduce you to your city with a fun filled evening held at the region’s top attractions. We offer you the chance to meet our clients, get to know the Strategic Wealth team, and always enjoy a delicious dinner and open bar. From Thunder Over Louisville, to Casino Night high above Indianapolis, our Wine and Wisdom’s are sure to provide a night of fun and insightful topics.
Resources
Strategic Wealth Designers has the privilege of being the Featured Financial Resource of multiple local news stations. Each week our advising team shares important financial updates, retirement planning tips and financial best practices with their community. We are proud to work with WDRB in Louisville, KY and Local 12 CBS in Cincinnati, OH.