At Financial Designs, we use a personalized approach that starts with building a solid understanding of your financial situation, your goals and your personality as an investor. After all, the better we know you, the better we can help you meet your goals.
Our job is to preserve your wealth and to make sure it enables you to meet your goals over the course of your life. Our first step is to discuss whether we would make a good fit:
Once we have agreed to work together, we will implement the financial planning recommendations. Then, depending on the task, we will carry out the recommendations ourselves, or we may coordinate the process with you and other professionals such as attorneys or CPAs.
Let us empower you to put the building blocks of your financial life in order.
Call us today at 909.626.1642.
Have You Given Yourself the “Green Light” to Retire?
5 Simple Exercises to Go From “Red” to “Green”
Ready to transform financial overwhelm into confidence and clarity when it comes to your retirement income and spending?
Need More Info? Attend a Live Event
Attend and learn more about retirement income strategies, wealth management and more…
Financial Design Corporation
540 W. Baseline Road, #10
Claremont, CA 91711
Phone: (909) 626-1642
Fax: (909) 626-1529