Regular Guidance—Appropriate Advice—Worthy of Trust
In 2009, with 25 years experience at the time, we formed Strategic Wealth Management, LLC. It is an Independent Registered Investment Adviser Firm located in Bend, Oregon.
We are wealth advisors, primarily for a select group of very successful professionals, business owners and retirees, who, among other things aspire to a work-optional life style, and want to sleep well at night.
We have developed and refined a process called the "LifePath FORMula". It puts all the pieces of the financial puzzle together for our clients, and helps keep them there! Our process focuses specifically on the needs of clients "looking ahead!" ( SEE Introductory Videos below)
We believe in our process, because it has helped make becoming and staying financially independent a reality for our clients and friends! Our unique process allows us to "be there" when we are needed each step of your journey toward that work-optional lifestyle or retirement you hope to experience!
We are Certified Financial PlannerTM Professionals, Fiduciaries to our Clients, Independent and committed to helping you reach Financial Independence!
Please, bookmark our Website! If you think we might be a good fit for one another, schedule an initial call to learn more. On the web, go to Calendly.com/dsmith-cfp. Sign up to receive our latest E-Book, and we'll add you to our monthly update video list. If something prompts a question, please send us a quick email to email@example.com or call our office to speak with us at 541-385-6263 .
We look forward to speaking with you.
What benefits might our Firm and Process bring to Clients seeking to become Financially Independent?
Who is it that might benefit the most from working with us?
The benefits to our Clients from focusing on Key Principles and Actions over time.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
Hi, I'd love to connect! Here is my calendar link to schedule! (Calendly.com/dsmith-cfp)
ARE YOU FINANCIALLY PREPARED? (Tools and Calculators-printable reports)
Retirement Readiness Planner (link)
Education Readiness (link)
Major Purchase Readiness (link)