We are an independent financial advisory firm offering personalized investment services. We are committed to putting service and quality, objective advice first; and we offer clients access to a wide assortment of financial products and services, including:
- Managed asset plans professional fee-based portfolio management offered through LPL Financial, a Registered Investment Advisor.
- Tax-advantaged investing to help reduce your tax liability and let more of your money work for you
- Retirement planning to design an investment strategy to help you address your retirement goals.
- Estate planning for preservation of wealth from generation to generation.
- Products and services include Mutual Funds, Individual Stocks, Individual Bonds, Variable and Fixed Annuities, CDs, Money Market Accounts, and IRAs.
Registered representatives of LPL Financial whose identities and association
with Financial Design Group, Inc. are disclosed on this site, may only discuss
securities or transact business with persons who are residents of the following states:
AK, AL, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MD, MO, MT, NV, OR, TX, VA, WA, WI
If you are a resident of one of these states, click here to enter the Financial Design Group web site.
If your state of residence is not listed, please locate an LPL Registered Representative
in your state of residence by accessing http://www.lpl.com or calling 1-800-877-7210.
Securities and investment information are offered through LPL Financial,
a Registered Investment Advisor, Member of FINRA http://www.finra.org. Member of the Securities Investor Protection Corporation (SIPC.)
For an explanatory brochure, please visit http://www.sipc.org.
No information provided on this site is intended
to constitute an offer to sell or a solicitation of an offer to buy shares of
any security, nor shall any security be offered or sold to any person, in any
jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful
under securities laws of such jurisdiction.