Call Us Call Us

We help clients secure
their quality of life - for a lifetime.

Request a complimentary consultation by clicking the button below!

Does your portfolio have too much risk?
Or not enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!

Why We're Different

Custom Fit Solutions
Personal Services
A Unique Financial Approach

Financial Designs

Since 1981, Financial Designs has been working with friends and neighbors throughout Southern California to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

With Financial Designs, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Contact us at or call us at (800) 823-0398 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Contact Us

Phone: (800) 823-0398
Fax: (909) 626-1529

Our Location

540 W Baseline Rd
Suite 10
Claremont, CA 91711

Our Focus

Retirement Income Planning
Wealth Accumulation
Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.