Molly McMahon, CRC®
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
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Serving Clients Nationwide
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
Areas of Focus
- Business Owners
- Capital Gains
- Caregiving for Parents
- Cash Flow
- Charitable Remainder Trusts
- Choosing a Financial Advisor
- Corporate Retirement Plans
- Divorce Financial Planning
- Estate Planning
- Family and Money
- Financial Planning
- Health Care Planning
- High Net Worth
- High Net Worth Retirement Planning
- Inherited Wealth
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Social Security Optimization
- Special Needs Planning
- Student Loan Advising
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Wealth Management
- Women & Wealth
About Molly McMahon, CRC®
I’m Molly McMahon, CRC®, a financial advisor with Strategic Wealth Design in Glenwood Springs, Colorado. With 15 years of experience in financial services, I’m a Certified Retirement Counselor® (CRC®) and hold the FINRA Series 65 license. I help pre-retirees and retirees bring the different pieces of their financial lives together so they can approach retirement with greater clarity and confidence.Retirement brings important questions:
When can I comfortably retire? Will my savings support the life I envision? When should I claim Social Security? Where should my retirement income come from? How should my investments change as I move from saving to spending?
I help clients navigate retirement income planning, Social Security, investment management, tax-efficient withdrawal strategies, healthcare considerations, and estate and legacy planning.
My approach is personal and conversational. I believe good financial planning starts with listening to your story, understanding what matters most to you, and explaining your options in plain English.
Colorado has been my home for more than 30 years, and I raised my two children here on the Western Slope. Whether retirement means traveling, spending more time outdoors, helping family, giving back, or simply having greater freedom, your financial plan should support the life you want to live.
If you’re approaching retirement or already retired and wondering whether all the pieces of your financial life are working together, I’d love to hear your story and learn what you want your next chapter to look like.
Professional Designations
- Certified Retirement Counselor (CRC)
Primary Location
2520 S Grand Ave, Suite 203 Glenwood Springs, CO 81601
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Offers Advice-Only Services
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Strategic Wealth Design
You’ve worked hard to build your success. Strategic Wealth Design helps you connect that success with the life you want to live.We provide comprehensive financial planning and wealth management for business owners, high-net-worth individuals and families, and established professionals, including dentists, physicians, and practice owners. Our approach looks beyond individual accounts to consider how investments, tax-efficient strategies, retirement planning, insurance, estate considerations, and business decisions work together.
For business owners, that means connecting the demands and opportunities of ownership with personal financial goals, including wealth accumulation, retirement, and succession or exit planning. For investors and families, it means bringing financial decisions into a coordinated strategy that reflects their priorities.
With offices in Las Vegas, Nevada, and Glenwood Springs, Colorado, we serve clients nationwide. Our purpose is to enrich the lives of the people we touch by helping them pursue financial security for the responsibilities they carry and financial freedom for the choices they want to make.
Our Fees
We charge fees for financial planning and investment management services and receive commissions on fixed insurance products we help clients put in place.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
Education
St. Mary's College, Notre Dame, Bachelor’s Degree, Humanities/Humanistic Studies Minor Business Administration
Hobbies and Interests
- Family
- Football
- Hiking
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Government Employees
- Healthcare Professionals
- High Net Worth
- Intergenerational Families
- Living in Retirement
- Pre-Retirees
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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Write a Review
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5 Stars
Great Company! And on Top Things!
5 Stars
The team at Strategic Wealth Design have been invaluable in guiding us with our money matters. They've helped us to save and plan for the future, giving us the confidence that we're on the right path.
5 Stars
Very happy with the guidance and support we've received over the years. Great team at SWD.
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FAQs
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