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.
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.
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.
Services
Strategic Wealth Designers (SWD) was founded in Louisville, KY by Matt Dicken in 2002 with the goal of helping retirees and pre-retirees secure their financial future. Our "safer money" approach to investing coupled with a track record of success have created a formula for tremendous growth.
We were proud to have served our local community for so many years, but it became apparent that we needed to significantly increase our scope in order to help more people.So recently we've expanded into several new markets and now have offices serving clients in Lexington, KY, Indianapolis, Plainfield and Evansville, IN, Cincinnati, OH and Denver, CO.
We were proud to have served our local community for so many years, but it became apparent that we needed to significantly increase our scope in order to help more people.So recently we've expanded into several new markets and now have offices serving clients in Lexington, KY, Indianapolis, Plainfield and Evansville, IN, Cincinnati, OH and Denver, CO.
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.
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.Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement.
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.Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement.
Watch our recent webinar with partner Jordan Schwartz and Josh Smith, our Tax Planning Specialist, where they discuss how you can incorporate taxes into your retirement planning. We are happy to introduce our new tax planning and analysis software, Holistiplan, which helps us to find potential tax saving opportunities.
There's more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up. Jennifer has been insurance licensed since 2007 and is ready to help you find your way through the complex world of Medicare.
Watch our recent webinar with CEO Matt Dicken and Erin Vaughn, Director of Property and Casualty. Learn more about our property and casualty insurance offering and how we can help you find the coverage you need. Your house is likely one of the biggest purchases you'll make in your life. It's more than an investment.
Reviews (10)
Margaret Turner
Sep 04, 2021
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I was introduced to Strategic Wealth Designers a little over a year ago & started watching their weekly videos. I learned so much from them & loved what they had to say. The very best part of SWD is as a fiduciary firm they truly care about their clients & make strategic recommendations with no commissions or trading fees.
I work with Rob De Lessio who is the best financial planner I’ve ever worked with. He and his team carefully craft investment strategies for me as I inch closer to retirement. Their staff including Nancy Barnes are top notch and the best in the industry.
I work with Rob De Lessio who is the best financial planner I’ve ever worked with. He and his team carefully craft investment strategies for me as I inch closer to retirement. Their staff including Nancy Barnes are top notch and the best in the industry.
Phil
Sep 03, 2021
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Jacob Hina
Aug 29, 2021
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As a younger working professional it helps to find video breakdowns on investment strategies and none are more clear and concise than SWD’s. Jordan’s breakdown video of investing options with $10,000 was great and I will definitely be exploring the dollar-cost averaging methodology to maximize returns on index funds. Great video and worth subscribing!
Parker Hobbs
Aug 23, 2021
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Billy Grubbs
Aug 20, 2021
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Positive: Professionalism, Responsiveness
As someone new to the investment world, the Strategic Wealth Designers blog has been very helpful for me. There is a lot of practical content that anyone can digest. I feel I am ready to find an advisor without starting off completely in the dark. Looking forward to building a relationship with SWD!
As someone new to the investment world, the Strategic Wealth Designers blog has been very helpful for me. There is a lot of practical content that anyone can digest. I feel I am ready to find an advisor without starting off completely in the dark. Looking forward to building a relationship with SWD!
Jeffrey Wilson
Aug 11, 2021
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I have been a client for about a year now. SWD has a very very low pressure approach to selling their products and services - they explain their strategy and how they differ from other investment advisors and then the choice is 100% up to you.
The staff is very professional and responsive to client inquiries and requests for information - kudos to Thomas and Nancy in the Louisville office. SWD has an office in several cities.
- adding on, a year later - still very satisfied with SWD - special Kudos AGAIN to Nancy in the Louisville office for always being kind, friendly and professional - and
The staff is very professional and responsive to client inquiries and requests for information - kudos to Thomas and Nancy in the Louisville office. SWD has an office in several cities.
- adding on, a year later - still very satisfied with SWD - special Kudos AGAIN to Nancy in the Louisville office for always being kind, friendly and professional - and
David O'Connor
Jan 23, 2021
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I have been with Strategic Wealth Designers for 5 years now. They have always helped me make good financial decisions about my retirement planning. They really care about their clients and want to see them succeed in their retirement journey. I would highly recommend anyone getting close to retirement age to contact them and let them give you a second look at what you are doing for your retirement plan. They may be able to help guide you. If they can't tbey will be up front with you and let you know that as well.
David O'Connor
David O'Connor
Linda Shawler
Dec 18, 2020
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I have been a client with Strategic Wealth Designers for over 10 years! They were a much smaller company when I first started and they're growing by leaps and bounds, but they still manage to maintain the same high standards they had in the beginning! This company seems to really value their clients and they show it! I have enjoyed working with Josh Smith the last couple years! I would recommend this company to anyone, especially if they are looking for a conservative investment to see them through their golden years!
Earl Johnson
Nov 30, 2020
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We first met josh at a dinner with our friends he seemed very knowledgeable but more so he was more interested in letting us know that he was a fiduciary and interested in what our goals were rather than trying to sell just any product to accomplish a sales goal. The appointments were made and we discussed our situation and found as I suspicioned that we could have done better with my ira and 401 k so josh found us a well performing much safer investment with less fees with which we are very happy. Upon meeting during the COVID 19 pandemic, the office was extremely clean and we were the only ones
Skip Fitch
Jun 01, 2020
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Since we did research and decided to move our retirement portfolio to Strategic Wealth Designers, we couldn't be happier. From our first meeting with Matt, he gave us the confidence that we were making the right decision. He made my wife feel very comfortable in speaking about what our options were and what we would receive in return for going with his company. He explained things in a manner that she could better understand and she appreciated it.
Even with all the issues surrounding the pandemic, we kept our faith in SWD and it has paid off. Although we did experience some loss at first, it
Even with all the issues surrounding the pandemic, we kept our faith in SWD and it has paid off. Although we did experience some loss at first, it
