Strategic Wealth Designers takes Wealth Management Services National!

Common Sense Financial Planning for Everyone

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Strategic Wealth Designers is pleased to announce it’s entrance into the national landscape for financial planning and wealth management firms.

To celebrate the start of serving clients nationwide, Founder & CEO Matt Dicken kicks off a national campaign on Fox Business beginning this week.  “Over 22 years ago I started working with retirement and financial planning clients. Then and now, the one universal truth in this industry is that people need transparent help with their financial investments,” Dicken says. “Our mission has always been to help as many people as we can have a fun and exciting retirement by safely positioning their portfolio to withstand what life throws their way.”

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Financial Planning For All

Financial planning is an absolute necessity for all Americans. Typically you work 30-40 years saving throughout that time for retirement. Too often we find, most people don’t truly have a financial plan that takes into account taxes, social security, safety and a reasonable rate of return so that you don’t outlive your money. Our message of transparent, independent fiduciary advice from financial advisors, who will meet directly with folks face to face is what is needed for retirees trying to figure out their financial landscape.

We are thrilled to be able to expand from our current locations of Louisville and Lexington KY, Indianapolis and Evansville IN, Cincinnati OH and Denver CO. We are proud of the communities we have served for so many years, but knew it was time to bring our proprietary systems and approach to the entire United States.

At Strategic Wealth Designers, our experienced advisors have spent their financial careers working with those who are in or near retirement. In other words, we focus on those in the distribution phase of life. Not every person is a fit for our wealth management firm and we are not a fit for everyone either. We understand retirement — the implications of social security, tax planning, and the need for security and safety for our clients’ financial assets. In making the transition to help retirees nationwide, a partnership with Fox Business was the perfect fit.

Fox Business Partnership

Amidst the coronavirus pandemic, people are reeling physically, emotionally, and financially. We’ve watched the headlines roll in as millions of people nearing retirement have been laid off or forced into an early retirement. Many did not have a financial plan and those who did weren’t considering the worst-case scenario they are now faced with in losing their job years earlier than expected.

We believe now is the time to expand beyond the areas we’ve traditionally operated and reach out to help Americans nationally. Partnering with Fox Business will help us connect with the millions of retirees who need sound financial advice in the midst of great uncertainty and unrest. From appearances in Lou Dobbs to Mornings with Maria Bartiromo, we know we can provide sound and transparent financial advice from Seattle to Miami and everywhere in between.

Some of our retired clients like to watch every piece of financial news that comes from the stock market every day. If you are watching those headlines, look for us throughout the week providing information about taxes, social security planning and retirement planning strategies. While we expand our financial services across the country, we will continue to service all our clients with the fiduciary standard of care they have always experienced with Strategic Wealth Designers.

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Client First Financial Planning

If you have landed on our blog for the first time, let’s lay out how we are always a client first financial planning firm:

    • We operate under the Fiduciary standard for financial advisors. As governed by the SEC, we will always do what is in the best interest of the client first and foremost
    • We are transparent in our relationship with clients which means there are never any hidden fees
    • We bring thousands of our clients together each year in settings that allow them to meet other clients.  We believe that you don’t need to just take our word that we do what is right, meet our clients and listen to what they have to say about their own experience over the years
    • We are an Independent Financial Planning firm which means we are free to recommend investments that are not tied to a particular company or product. This gives our clients the peace of mind that their portfolios are constructed in their best interest

    We are confident the above criteria sets us apart from other financial planning establishments in the industry.  We work with trusted partners throughout our communities. From being a proud partner of many different institutions to present our Retirement Planning University series, to appearing live on the newscasts every week in all of our various markets, we go above and beyond to provide valuable information to those navigating retirement planning all across the country.

Ask your Financial Planning Question!

We know you have questions about your financial plan. Whether you see us on Fox Business, a local TV partner regionally or discovered us through another avenue we are here to help. You only get one chance to get your financial plan right.  Our typical client has saved hundreds of thousands if not millions throughout their working career, but they need help coming across the finish line of retirement.

Our financial advisors will never try to sell you something. We build financial plans using our custom blueprint that keeps your finances simple and on one page. We are going to listen to your goals and questions about your financial future. Tax planning and social security play a big role alongside your investments.  Making sure your beneficiary and estate planning is in order comes into our financial plan also. Holistic wealth management goes well beyond the stocks and bonds mix that most stock brokers try to wedge people into. There has never been a better time to get a second opinion about your financial future.

If you have questions for us about our Fox Business partnership, your retirement plan or simply how to start a financial plan, give us a call or send us an email.  Call 87-SWDGROUP (877-934-7687) or send us an email at Info@SWDgroup.com  Don’t put off getting clarity during an unclear time. We plan for you to retire well. We look forward to serving you wherever you may be located in the United States!

 

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