Our Firm

Financial Designs is an independent financial service and consulting firm, offering comprehensive financial services, tailored to fit your specific life situation and objectives. Since we were founded in 1979, FDI has helped medical professionals build solid financial futures.

Working with us is easy.

Insurance

Investment

Tax and Accounting

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Asset Protection

We have consultants in four areas: insurance; wealth management and retirement planning; tax; and asset protection. All of them work together to give you a comprehensive financial approach. Based on your individual career and financial status, we’ll recommend which steps you should take first to protect you from risk and create options for investment savings and insurance.

Your primary FDI consultant will coordinate with our tax, insurance, investment, and asset protection teams and provide you with periodic updates to keep your future on track.

Ready to meet your  FDI Team?

Check out the advisors ready to invest in your financial future.