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"Let our red carpet service empower you to put the building blocks of your financial life in order." |
At Financial Designs, our high standards don't just apply to our financial expertise. We take just as much pride in providing ultra-personal attention to those who work with us. We call it our Red Carpet Service-and we endeavor to deliver it to each and every one of our clients.
Our red carpet service includes the following:
- A comprehensive financial plan based upon your income needs, retirement goals, lifestyle requirements, current assets, risk tolerance, and investment objectives.
- Recommendations regarding the best possible investment strategies for the distribution of your employer retirement plans and IRAs.
- A comprehensive annual review which includes analysis of: your income needs (current and future), tax strategies, current estate plan, beneficiary designations, recommendations regarding your investments, and progress toward the attainment of your retirement goals.
- Continual monitoring of your investments.
- Reallocation as necessary based upon market trends, risk tolerance, and investment goals.
- Trend Allocation Update Letters - detailed information about current market trends, global conditions affecting the market, and the latest asset allocation recommendations.
- Quarterly newsletters with market updates.
- Red Carpet Service Events - including client education and appreciation events.