Our Mission:
To enrich the lives of people we touch by helping them create financial freedom and security. At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you’ll be okay no matter what happens) and Financial Freedom (enough net worth that you don’t have to work if you don’t want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want. That is why we serve busy families, small business owners and professionals who are looking for financial guidance and coaching, so they can focus on living their lives and running their businesses.
Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you get financially organized, protect your income and wealth, gain tax efficiencies, reduce financial waste, and save and invest more. Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.
Our Core Values:
Being Passionate – We take pride in our work and love what we do.
Being Connected – We support our clients and each other with respect and accountability.
Being a Professional – We are committed to our clients and dedicated to our craft.
Being a Leader – We lead our team and our clients to achieve their best self.
