Overview
About Strategic Wealth Design
Strategic Wealth Design (SWD) is a financial, insurance and
retirement services firm headquartered in Las Vegas, Nevada with
clients across the United States.
At Strategic Wealth Design, we use a Comprehensive Financial Planning process to help you create a plan that addresses all aspects of your financial life, from protection and cash flow to retirement savings and taxes. We build a holistic view of your entire financial picture, which may be scattered among multiple advisors, institutions and accounts, and then create specific actionable recommendations to help improve your situation.
Through working with us, our clients understand how their various financial pieces can be effectively integrated to reduce financial stress and create a high level of financial confidence.
Our Products and Services:
For Businesses and Business Owners:
• Business Financial Planning/Consulting
• Business Succession and Exit Planning
• Business Insurance Planning
• 401(k) and Defined Benefit Retirement Plans
• Executive Bonus Plans
• Key Employee Retention
For Individuals, Executives, and Families:
• Financial Planning
• Retirement Income Planning
• Estate Planning
• Wealth Management
• Investment Analysis and Management
• Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• College Education Funds (529 Plans)
• Fixed Annuities
*Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
*Content provided via links to third party sites should not be considered an
endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
retirement services firm headquartered in Las Vegas, Nevada with
clients across the United States.
At Strategic Wealth Design, we use a Comprehensive Financial Planning process to help you create a plan that addresses all aspects of your financial life, from protection and cash flow to retirement savings and taxes. We build a holistic view of your entire financial picture, which may be scattered among multiple advisors, institutions and accounts, and then create specific actionable recommendations to help improve your situation.
Through working with us, our clients understand how their various financial pieces can be effectively integrated to reduce financial stress and create a high level of financial confidence.
Our Products and Services:
For Businesses and Business Owners:
• Business Financial Planning/Consulting
• Business Succession and Exit Planning
• Business Insurance Planning
• 401(k) and Defined Benefit Retirement Plans
• Executive Bonus Plans
• Key Employee Retention
For Individuals, Executives, and Families:
• Financial Planning
• Retirement Income Planning
• Estate Planning
• Wealth Management
• Investment Analysis and Management
• Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• College Education Funds (529 Plans)
• Fixed Annuities
*Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
*Content provided via links to third party sites should not be considered an
endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.