Our fee-oriented approach ensures that we don’t have an incentive to steer you to a particular product. Instead, we’re free to recommend what we believe are the best investments for you and your situation. It’s still common in the financial advisory industry to charge clients sales commissions for each stock, bond or mutual fund they buy. We believe that a commission-based arrangement can work against a client’s best interest.
HIGHLY QUALIFIED ADVISORS
Each of our financial planners has earned the respected CERTIFIED FINANCIAL PLANNER™ designation. A CERTIFIED FINANCIAL PLANNER™ professional must meet a strict set of criteria for education, experience, and ethics. Furthermore, he or she must pass comprehensive examinations on a broad range of financial planning topics.
A FAMILY FIRM
When we say Financial Designs is a family firm, it’s not just a figure of speech: Our top executives are literally related to each other. That’s one reason our clients can count on being served by a cohesive, stable and secure firm.
OUR TEAM OF FINANCIAL PROFESSIONALS
As CERTIFIED FINANCIAL PLANNER™ professionals, Nino and Vaughn are uniquely able to meet the specific needs of each client. They advise families and individuals as they plan for retirement and strive to ensure that their retirement goals are met. Their expertise in portfolio creation enables them to design investment allocations that are tailored to each client’s distinct risk tolerance.