Mission Statement

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


Planning That Turns Your Retirement Goals into Realities

Americans are living longer than ever - and that means we're enjoying longer and longer retirements. But enjoying a financially secure retirement has become more challenging: Individuals are increasingly in charge of building and safeguarding their own nest eggs, even as the investment markets rise and fall sharply.

That's where Financial Designs Corporation (FDC) comes in. Over the past three decades, our family-based firm has strived to help more than 1,000 clients prepare for and enjoy secure retirements. Drawing on our experience and expertise, we deliver detailed plans and guidance designed to ensure that the retirement you envision ends up being the retirement you live.

We know our clients have worked hard for every penny they've saved. That's why we take seriously our responsibility to serve your interests first and foremost. You'll find that reflected in everything we do - from how we create custom, holistic financial plans to the way we manage assets to the way we charge for our services.

At Financial Designs Corporation we understand that you only retire once. That's why we're committed to standing with you every step of the way, from the planning stages all the way through retirement itself.

Some FDC Facts:

  • Incorporated on March 9, 1981
  • Registered Investment Advisor since May 24, 1995
  • Investments under management exceed $195,000,000 as of Dec. 31, 2011Registered with the Securities and Exchange Commission as a Registered Investment Advisor

Disclosures:

This website is a publication of Financial Designs Corporation. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Financial Designs Corporation is not engage in the practice of law or accounting.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented. 

SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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Or e-mail us at fdc@fdcadvisors.com.