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How We Work

The services that we offer assist you in creating the most efficient and effective financial decisions possible. At Strategic Financial Designs, LLC, we offer an array of financial services that cover a variety of fields. Integrating these services into your overall financial strategy, help to create efficiency leading to your financial success. 

Personal Services

Retirement Planning

College Funding

Investment Management*

Estate Conservation

Life Insurance

Disability Insurance

Defined Contribution Planning

Business Services

Succession Planning

Employee Benefits

Business Valuation

Buy/Sell Strategies

Executive Deferred Compensation

Investment Services

Managed Funds


Mutual Funds and EFTs

Portfolio Management

Alternative Investments

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (412) 733-4026