Strategic Wealth Designers

If I could give Strategic Wealth Designers 10 stars, I would!  We feel like we have finally found a brilliant team to assist us in planning and managing our wealth as we transition into retirement.  Like so many others, we were very disappointed with the large companies that were associated with our employers.  We were fearful that we could possibly loose a large portion of our retirement saving if we continued on with companies that were not responsive and proactive in managing our retirement funds. We attended Retirement Planning University. {retirement planning university.com} This is a 2 evening educational course that covers topics like 401'ks, IRA's, Roth's, TSP, taxes, health care and all things needed to make the most of your retirement!  Wow! Did we learn a lot! Our course instructor, Jon Jarboe was amazing! He was very knowledgeable and presented the course material in a way that made it understandable. Based on what we learned in this course,  our growing dissatisfaction with our current Investment firms, glowing reviews and recommendations from friends and our first impression of Strategic Wealth Designers, who was represented by Jon Jarboe. We also read the book by the company's founder, Matthew Dicken.  "Retirement Rules: 3 steps for Planning your New Financial Future". It was enlightening, sincere and very informative..We met with Financial Advisor, Jon Jarboe at the Denver office on Syracuse St. It was an easy commute from Colorado Springs. We also had the option of a Zoom meeting. After meeting with Jon, we made the decision to move all of our investments. Roll-Over.  We worked with "New Business Manager", Annalisa Beninate. She really made what seemed like an overwhelming task, so easy. She promptly responded to every question we had and was there to assist every step of the way. Once our money was  rolled over, we met with Financial Advisor, Jake Provart, ( The Math Man)  Jake worked with us to come up with a plan to secure our financial future. One thing we really like is that SWD can now utilize a technology platform called Pontera. This allows them to manage your employer plans like 403-b's, 401k's and TSP's!  Jake spent a lot of time with us. We really appreciated his knowledge, expertise and for answering all of our questions as we made this transition.We really appreciate the responsiveness of this team answering messages and emails. Every interaction we have had with every employee has been positive.We are so glad we become part of the Strategic Wealth Designers Family and have never looked back!
Mar 8th, 2023

We first met in June.  It took months to get our accounts rolled over and they were quick to blame the sending institution every time we spoke (not a good business practice) and we found they had made a couple of mistakes themselves (glossed over, you know, this happens).  Now I find they put my Roth rollover into my IRA account. My rating will go up depending upon how they handle the situation.
Nov 4th, 2022

I have been subscribed to Strategic Wealth Designers' Youtube page for about a year, and I really enjoy the content! It is educational and interesting to watch.
Aug 2nd, 2022

Great online retirement courses! Instructor was very knowledgeable.
Jul 22nd, 2022

I saw some of their financial content on YouTube and they're pretty informative and transparent. I will definitely look into them whenever I start preparing for my retirement!
Jul 20th, 2022