1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

SCHEDULE A MEETING

2. Evaluate

We’ll examine your current financial situation, and determine your retirement needs.

ABOUT OUR APPROACH

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

ABOUT OUR PROCESS

A Personalized Approach:

At Financial Designs, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

  • Growth – Prepare for retirement by putting your hard-earned assets to work.

  • Preserve – Protect the assets that can help you live the retirement you’ve always imagined.

  • Give – Provide for the people and causes you care about the most.

We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

Our approach

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Ready to transform financial overwhelm into confidence and clarity when it comes to your retirement income and spending?

Find Out More – FREE DOWNLOAD!

Ready To Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Schedule A Meeting
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Or give us a call at (909) 626-1642

Financial Design Corporation
540 W. Baseline Road, #10
Claremont, CA 91711

Contact Us
Phone: (909) 626-1642
Fax: (909) 626-1529

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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