Financial Designs Ltd

Financial Designs Ltd. (FDL) was founded in 1970 and is one of the countrys leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies. We bring a high level of experience and a collaborative team approach to meeting clients needs, many of whom weve served since our founding more than 50 years ago. We utilize our experience to navigate the ever-changing tax and regulatory environment, while helping deliver innovative, cost-effective financial solutions to our clients. As a leading Member Firm of M Financial Group, we offer institutionally priced insurance products that are unavailable through the traditional retail or brokerage channel. Financial Designs spirit of giving back to the community is shown by annually supporting more than 50 charitable organizations. Third-party posts found on this pr...