Business Details
24 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Founded in 2002, Strategic Wealth Designers has dedicated over two decades to helping families achieve financial confidence and freedom through personalized retirement strategies. Our relational approach prioritizes education, honesty, and tailored solutions that address unique client circumstances. With 19 office locations across 11 states and a team of 85+ professionals, we combine 100+ years of collective advisory experience with a commitment to comprehensive care. Our fiduciary advisors specialize in holistic financial planning, tax mitigation, Medicare strategies, and legacy planning, managing $2.5B in client assets.We differentiate ourselves through our proprietary SWD Flight Plan to Freedom process, which systematically addresses every aspect of retirement planning while maintaining a family-centric ethos that extends beyond financial transactions.
Services
Holistic Planning
Tax Planning
Medicare Planning
Wealth Accumulation
Retirement Income Strategies
Asset Preservation
IRA Rollovers
Tax Minimization
IRA Legacy Planning
Life Insurance
Details
- Year established: 2002
Highlights and features
- We have 20+ years of experience specializing in retirement financial planning
- Our proprietary SWD Flight Plan to Freedom process ensures comprehensive coverage
- Team of 25 advisors with $2.5B in managed client assets
- Fiduciary advisors committed to putting client interests first
- Personalized strategies tailored to individual retirement goals
Services
Holistic Planning
Our holistic financial planning service considers every aspect of your financial situation to create integrated retirement strategies. We analyze income needs, tax implications, insurance requirements, and legacy goals to develop comprehensive solutions tailored to your unique circumstances. This approach ensures all elements of your financial life work together cohesively for long-term security.
Tax Planning
Our tax planning specialists help retirees minimize tax liabilities through strategic analysis of current and future tax situations. Using specialized software and personalized consultations, we identify opportunities to reduce tax burdens during retirement while optimizing income streams. Services include tax return analysis and future tax-efficient strategy development.
Medicare Planning
Our licensed Medicare specialists assist clients in navigating complex Medicare options to find optimal coverage. We provide personalized guidance on Part D prescription plans, premium considerations, and supplemental insurance choices. The service includes plan comparisons and strategic recommendations to ensure comprehensive healthcare coverage during retirement.
Wealth Accumulation
We help clients maximize investment growth potential through diversified portfolio strategies tailored to risk tolerance and retirement timelines. Our approach focuses on compounding interest opportunities and market positioning to build sufficient retirement assets. Services include portfolio analysis and allocation recommendations.
Asset Preservation
This service focuses on protecting accumulated assets through diversified investment and insurance strategies. We help clients implement approaches to maintain capital value while generating sustainable income streams throughout retirement. The planning considers both market risks and longevity factors to ensure financial security.
People
Matthew Dicken
Founder | CEO
Matthew Dicken established Strategic Wealth Designers in 2002 with a mission to help retirees achieve financial confidence through personalized strategies and relationship-driven service.
Jordan Schwartz
President | Partner
As President and Partner, Jordan Schwartz leads strategic initiatives while maintaining a client-focused approach to retirement planning and wealth management.
Josh Smith
Tax Planning Specialist
Josh Smith specializes in retirement tax planning, helping clients identify current and future tax-saving opportunities through comprehensive analysis of financial situations.
Jennifer Linzey
Licensed Medicare Specialist
Jennifer Linzey provides expert Medicare planning guidance, assisting clients in navigating complex coverage options and prescription drug plans since 2007.
Christopher Clark
Director of Property and Casualty
Christopher Clark offers insurance expertise in property, casualty, life, and health coverage to protect client assets and provide comprehensive risk management solutions.
Questions
What financial planning services do you offer for retirees?
We provide holistic retirement planning including tax mitigation, Medicare guidance, wealth accumulation, asset preservation, and legacy planning tailored to individual needs.
How does your retirement planning process work?
Our SWD Flight Plan to Freedom process includes initial consultation, strategy presentation, investment allocation, comprehensive income analysis, and ongoing plan adjustments.
Do you offer tax planning services specifically for retirees?
Yes, our tax specialists analyze current tax situations and develop strategies to minimize liabilities during retirement using specialized planning software.
How can you help with Medicare planning?
Our licensed specialists provide personalized Medicare guidance including Part D prescription plan comparisons, premium considerations, and supplemental coverage recommendations.
What makes your firm different from other financial advisors?
We combine 20+ years of experience with a relational approach, managing $2.5B in assets while maintaining personalized service through 19 office locations.
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries committed to doing what's right for clients, not what's popular, with a focus on transparent decision-making.
