Your Source for Financial Advice

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 . . .