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It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Financial Peace of Mind Requires a Blueprint

There is no “one size fits all” approach to finances, especially when it comes to your retirement. That’s why we have developed “The Blueprint” – a financial plan designed for you. Services include:

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Louisville, KY
500 N Hurstbourne Parkway, Suite 120
Louisville, KY 40222

Indianapolis, IN
9850 Westpoint Drive, Suite 500
Indianapolis, IN 46256

710 E. Main Street
Lexington, KY 40502

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Strategic Wealth Designers, LLC is a Registered Investment Advisor in the states of Kentucky and Indiana. Matt Dicken, Dustin Stanley and Jordan Schwartz are Investment Advisory Representatives affiliated with Strategic Wealth Designers, LLC. The advisors may not transact business in states where they are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.