Louisville Financial Advisors, Strategic Wealth Designers, Doubles in Growth, Opens New Offices and Expands Curriculum

LOUISVILLE, Ky., April 8, 2019 /PRNewswire-PRWeb/ -- Strategic Wealth Designers, a financial management firm working to help both retirees and pre-retirees on the path toward a more confident financial future, will open new offices in Southern Indiana, Northern Kentucky, and Ohio within the next month. Having doubled in growth since last year, the company plans to expand its reach beyond the Ohio Valley Region by reaching new markets and releasing an all-new educational networking series.

"We desire to be a nationwide firm," says CEO & Founder Matt Dicken. "Our goal is to help people obtain a secure and successful retirement across the United States."

The company is currently looking at different office spec options for these regional locations. Strategic Wealth Designers plans to expand its market by establishing locations in the West during the fourth quarter, specifically targeting Denver and Minneapolis. Expanding offices will allow the company to develop existing media relationships in this region, as well as maintain momentum as the firm continues to scale up.

"There are over 10,000 people a day turning 65 years old, and the average advisor just isn't prepared for that stage of life and the investments that it takes," says Dustin Stanley, Partner. "Strategic Wealth Designers has found a niche in helping those that are retired or close to it. We love to educate and help ease the worry and stress of retiring and because of that we created a retirement class, teaching everything from social security planning, to investments, to long term care and estate planning."

The response from both current clientele and employees has been overwhelmingly positive. "Everyone is thrilled to be part of a rapidly growing company," says Dicken. "Upward mobility always brings opportunity. We've already seen promotions across departments at all our locations."

The new growth also gives Strategic Wealth Designers the ability to expand charity efforts. The firm's volunteer program, Strategic Wealth Cares Initiative, allows clients and staff to serve side by side in community service projects, like assembling care packages for the homeless at the Salvation Army Louisville and making 10,000 meals for those in need with Million Meal Movement of Indianapolis.

In light of the firm's growth and extended reach, Strategic Wealth Designers will be releasing a new educational event opportunity. For many years, Strategic Wealth Designers has hosted traditional dinner hosted traditional dinner events at local universities, where attendees would participate in an hour-long presentation covering all aspects of retirement planning.

The new core curriculum will consist of 3-4 hour sessions over 2 nights, which will cover social security, estate planning, proper retirement income planning, Medicare, and tax planning for retirees. These sessions are intended to complement the traditional dinner events, however, the longer format will attract individuals looking for a more in-depth education than what can be provided in a single hour-long presentation. The course textbook will be provided with registration. Registration is projected to open by late May of this year.

"Strategic Wealth Designers is an ascending rocket ship dashing towards its final destination," says Jordan Schwartz, Partner. "That destination is securing Americans' retirement. SWD's new Education Series is another evolution in how our firm helps educate retirees on making smart and effective investment decisions."

The skilled team of financial advisors and retirement planners at Strategic Wealth Designers are committed to helping individuals achieve their ideal retirement. The firm's simplified process breaks down retirement planning into three easy steps: discuss, evaluate, and plan.

For more information about any of Strategic Wealth Designers financial services, visit swdgroup.com.

SOURCE Strategic Wealth Designers

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