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Our Firm

FINANCIAL DESIGN consulting offers individuals and business in our community a full range of financial and insurance products. We believe that retirement planning, investments, estate conservation strategies and insurance should be a top priority for individuals and families of all ages and income ranges.

Because many people regard financial planning as complex and confusing, they often miss out on potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That's where FINANCIAL DESIGN consulting can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire information and strategies you need to pursue your financial and insurance objectives, 
we hope to establish long and trusted relationships with our clients.   

Providing customer service is of foremost importance to us. We at FINANCIAL DESIGN consulting have a personal goal of maintaining the highest standard of satisfaction for our clients and proving to you that we truly believe our clients are the reason we exist.

Here are some of our services:

FOR INDIVIDUALS

Investments

Comprehensive Financial Planning

Asset Management Accounts

Mutual Funds

Annuities (immediate, fixed & variable)

CD Alternatives

IRA Accounts (regular & Roth)

Educational Investments (Coverdell & 529 )

Estate Planning

Life Insurance

First & Last To Die Insurance

Medical Insurance

Disability Insurance

In-Home & Long-Term Care Insurance

FOR BUSINESS

Group Medical

Group Life

Group Disability

Group Dental

Group Vision

P.O.P & Cafeteria Plans

Retirement Plans (401k,SEP,SIMPLE)

Non Qualified Retirement Plans

Key Person Coverage

Buy-Sell Agreements

Voluntary Plans (Employee Paid)