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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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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