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:
We will explain exactly what we do, how we are paid, and what our responsibilities — and yours — will be.
We will gather information, both personal and financial, regarding your situation and your goals. We will also discuss the time frame in which you envision results and your comfort level with risk.
We will analyze and evaluate your financial status, determining what you must do to reach those goals.
We will present a comprehensive Retirement Roadmap based on your income needs, retirement goals, lifestyle requirements, current assets, risk tolerance and investment objectives.
We will explain our recommendations clearly and listen to any concerns you may have, revising the plan when necessary.
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.
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Ready to transform financial overwhelm into confidence and clarity when it comes to your retirement income and spending?
Financial Design Corporation
540 W. Baseline Road, #10
Claremont, CA 91711
Phone: (909) 626-1642
Fax: (909) 626-1529