Welcome To the Financial Design Group, Inc. Website! 

 

We are an independent financial management 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:

 

• Investment strategies — to design an investment strategy to help you address  all of your retirement goals.
• Tax strategies — to help reduce your tax liability and let more of your money work for you
• Estate planning — for preservation of wealth from generation to generation.
• Financial Planning — Mutual Funds, Individual Stocks, Individual Bonds, Variable and Fixed Annuities, CDs, Money Market Accounts, IRAs . . .