We aren’t like other Financial Planners.

We offer a variety of services, including...

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Retirement
Income
Strategies

Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products

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Asset
Protection

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.

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Wealth Accumulation

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.

Strategic Wealth Design | Retirement Rules Book

Read Matt'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, to retirement planning courses at local universities, to client appreciation parties and more. At all of our events we strive to provide a world class experience and pack the evening with relevant, applicable material we feel our clients and all pre-retirees should know.

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. We invite all our clients and prospective clients to come out and join us for our next exciting Wine and Wisdom event!

Resources

Strategic Wealth Designers has the privilege of being the Featured Financial Resource of many local new 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 FOX 59 and CBS 4 in Indianapolis, IN WDRB in Louisville, KY, Local 12 in Cincinnati, OH, and WKYT in Lexington, KY.