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How Much Does Your Retirement Cost? Learn steps you can take to reduce your fees and keep more of your hard earned money.
When Can You Retire? The best way to achieve your retirement starts with a plan and an analysis.
Complete Planning Review You've spent your life saving and working towards your retirement nest egg, but is it prepared for the unpredictable events life can throw your way?
What is a Fiduciary, and Why Should You Care? Not all advisors have to recommend financial products that are in your best interests. Make sure your current advisor is a fiduciary and recommending the best investments for your retirement assets.
Stress Testing Your Portfolio Learn how we can compare your portfolio to historical events to make sure your portfolio can handle any curve ball life might throw at it.
Tax Free Retirement Learn about how you can achieve a tax free retirement.
The Rule of 100 If you are within ten years of retirement then it is essential that you know what The Rule of 100 is and how it can affect your retirement goals.
Retirement Education If you are in retirement or soon to be retired, these tips can help you thrive during your retirement.
How to Minimize Taxes Learn the steps you can take today to minimize your taxes in retirement and ease the burden they have on your portfolio.
Social Security Tips These Social Security tips could help you draw more income during retirement.
2018 Tax Law Effect The new tax law can be confusing to understand, but here’s how it can help you with your retirement goals.
3 Questions About Retirement Can you answer these three key questions when it comes to your retirement?
Strategic Wealth Spotlight Strategic Wealth was founded in 2002 by Matt Dicken to help provide retirees and pre-retires financial peace of mind in retirement.

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Strategic Wealth Designers (SWD) is a leading retirement and wealth management planning firm founded by CEO, Matt Dicken in 2002. Matt is also a best-selling author and tv show host of "Strategic Wealth with Matt Dicken", which airs every Sunday on WHAS 11 at 10am.

Matt and the SWD team serve Kentucky and Indiana and offer a variety of solutions designed to help minimize taxes, reduce risk and protect and grow your assets. They are committed to providing every client a trusted one-stop resource for and advice and guidance on all financial matters so that your financial goals and dreams are met. They are also Registered Investment Advisors, who are proud to be fiduciaries and always put the client's needs and interests first. Contact them today for a complimentary financial review.

Contact Us

Strategic Wealth Designers

yourmoney@whas11.com
(502) 412-3354
www.SWDgroup.com
9710 Park Plaza Ave, Suite 110, Louisville, KY 40241