About Us

Financial Designs is dedicated to helping build solid futures for clients. For more than 35 years, we’ve assisted medical professionals by creating customized, comprehensive financial strategies. We focus on tomorrow, so you can focus on today.

What to Expect

At FDI, we help you make sound financial decisions. Our insurance, retirement, tax, and asset protection teams work in tandem to help you chart a path to living life on your terms, so you can focus on what’s important to you. You can take advantage of all our services, or just the ones you need right now. We’ll take care of the details.

Our Lifetime Commitment

We craft strategies for your entire life, not just your working years. We don’t just help you secure benefits and save a set amount for retirement – we make a plan that includes a specific retirement strategy, protection of your assets and budgeting, so you don’t outlive your money.

We focus on tomorrow so you can focus on today.

At FDI, we strive to provide you with a hassle-free financial planning process. Enjoy the convenience of easily accessing your account information. We encourage you to contact us directly for immediate assistance.

ACEP 2018

Join us October 1st-4th in San Diego at booth #2029. We look forward to seeing you there!

Upcoming Events

Join us November 29th for a 30-minute webinar, Year End Tax Planning. Click here for more details.

Client logins and resources

New Client? View your personalized materials here.

Current Client? Access your complete financial picture here.

Current client? Access your individual accounts and generate reports.

Check the background of investment professionals on FINRA’s BrokerCheck.