Let Us Help You Connect Your Finanical Dots . . .

There is more to financial planning than insurance or investment. Financial planning is a process. A process of evaluating your current financial situation and developing a strategy or strategies to help meet those goals. We understand the complex nature of financial planning and help you connect the dots to your financial decisions.



We seek first to connect with you and your family to gain a broad and deep understanding of your dreams, goals, and aspirations so that we can connect the dots of your financial future so that you can achieve the things that are most important to you.



All our plans are custom designed, taking into account ongoing changes in your life, resources, and financial decisions but also your objectives, priorities, and values.



Every plan comes with actionable planning recommendations and with Strategic Wealth Designs as your wealth advisor, we will walk with you every step to help you pursue your financial goals.

Business Planning

Our passion is making the complex simple. Let us bring your planning in line with your dreams and goals so you and your business are positioned to make an impact and leave a lasting legacy.

  • Exit Planning
  • Mitigating Taxes
  • Business Valuations
  • Employee Retention
  • Retirement Benefits
  • Continuity Planning

personal planning

Every stage of life brings new challenges and opportunities, but a sound personal financial roadmap will help you to ensure the dots of your financial situation are connected to secure a future for you and/or your family.

  • Estate Planning
  • Education Planning
  • Income Tax Planning
  • Investment Planning
  • Retirement Planning

Insurance Planning

Sound insurance strategies protect you and your loved ones in the event of adverse events. Our team can help you uncover and mitigate potential risks that could impact you and your family.

  • Annuities
  • Life Insurance
  • Long Term Care
  • Disability Insurance
  • Home and Auto (P&C)

Let's Connect

We'd love to hear from you. Send us a message and we'll respond as soon as possible.

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