Strategic Wealth Designers 9220 West Union Hills Drive, Peoria, AZ 85382
About the Business
Strategic Wealth Designers is a finance institution located at 9220 West Union Hills Drive in Peoria, Arizona. Our team is dedicated to providing personalized financial planning services to help you achieve your retirement goals and dreams. We offer holistic planning, tax planning, Medicare planning, and property & casualty insurance services to ensure that your financial future is secure. Additionally, we provide resources such as the RPU Podcast, finance blog, secure file uploads, client logins, and the Taste of Retirement® program. Contact us today to schedule a meeting and start planning for a retirement that's truly different.
Photos
Location & Phone number
9220 W Union Hills Dr Ste 101, Peoria, AZ 85382, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I are business owners. We know how to make money. Knowing how to design a retirement plan was foreign to us. Most financial advisors focus only on investing. Phillis took the time to explain wealth distribution options during retirement, much of which is determined by decisions we make now. She gave us a much bigger picture with more options than we had previously considered. You don't know what you don't know... Highly recommend taking one of her classes and/or sitting down for a free consultation. We did both, and glad we did!"
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