Financial Designs Ltd.
With more than five decades of experience, Financial Designs Ltd. helps individuals, families, and companies achieve financial goals through sophisticated wealth transfer, insurance advisory, and executive benefits solutions. As a Member Firm of M Financial Group, our clients have exclusive access to proprietary insurance products that are unavailable through traditional channels.
Our Services
Wealth Transfer
Transferring wealth to the next generation is a complex and sensitive process that raises many questions.
Taking all questions, concerns…
Insurance Advisory Services
Insurance is a powerful estate and business planning tool. However, choosing the right life insurance plan can be complex.
Executive Benefits
Your executives are invaluable to your company.
Are you doing everything you can to recruit, motivate, and retain top talent?
Business Planning
The work involved in overseeing a successful business is never done. As a result, we see business owners so focused on the concerns of the business that they tend to overlook some of the big picture questions…
Private Placement
Our clients often require non-traditional investment strategies. For our clients that are also accredited investors, there are alternative investments, such as hedge funds that can create unique challenges.
Business Planning
The work involved in overseeing a successful business is never done. As a result, we see business owners so focused on the concerns of the business that they tend to overlook some of the big picture questions…
Private Placement
Our clients often require non-traditional investment strategies. For our clients that are also accredited investors, there are alternative investments, such as hedge funds that can create unique challenges.
We believe in earning your trust and building long-term relationships. Contact us today so we can help you reach your goals.
We believe in earning your trust and building long-term relationships. Contact us today so we can help you reach your goals.