Basic Information
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Company
Strategic Wealth Designs -
Mobile phone
208-604-3162 -
Email
joseph@strategicwealthdesigns.com -
What is your "why"? Why do you do what you do?
I am passionate about helping business owners protect, build, and harvest all the sweat blood and tears they have put into thier business over the years. It is sad to me that 80% never sell! I want to change that! -
About me
Joseph graduated with a Master's degree from Denver Seminary in 2015 and since then, Joseph as built a robust planning practice yet remains focused on continuing education and mentoring other team members at SWD. Joseph and his wife, Deanna, moved to Idaho in 2023 from Colorado to be closer to family. We enjoy hiking, hanging out with friends, going to breweries, and traveling but lately you’ll mostly find Joseph chasing around his two kids!
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Profession
Financial Services -
Title
Principal / Exit Planner -
Hobbies and interest
Enjoying a good cigar, traveling, hiking and hanging out with the family. -
Website
www.strategicwealthdesigns.com -
Unique Selling Proposition
We offer a high touch and collaborative process to help business owner protect the value of their1. business while helping them grow that value and harvest that value upon the sale of that business while paying the least amount of taxes during the process and after the sale.
Contact Information
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City / Town
Nampa -
State
ID -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/strategicwealthdesigns/ -
LinkedIn Profile
https://www.linkedin.com/in/jadriano-exitplanner/
Education
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College / University
Denver Seminary -
Graduation Year
2015 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. What is your plan for your ownership interest in your business? Do you plan to pass
ownership along or arrange for a sale someday?
2. What do you think will happen to your customers, your vendors, your employees, and
your competitors if something happens to you?
3. What role does your business need to play in helping you achieve financial freedom?