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Financial Design, Inc.

Financial Design, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Financial Design Group, Inc. (FDG) specializes in providing financial knowledge and solutions to individuals, families and business owners. The firm’s mission is to empower their clients in the creation, preservation and maximization of their personal and business wealth, while at the same time, protecting their life, income and assets from devastation caused by death, disability or lawsuit.

Their firm is made up of highly skilled financial specialists with a deep understanding and knowledge of personal and business planning, insurance and investment services. FDG Associates work to understand the goals, financial objectives and dreams or their clients.

Working with FDG provides you access to a multi-discipline team of financial specialists all working together for your financial success. Associates at FDG strive to empower their clients in the creation, maximization and preservation of wealth.

FDG can help you select from among these options through a qualified registered representative of Park Avenue Securities, an independent broker-dealer.FDG Mutual Funds provide services such as Choose from over 350 mutual fund families, General Securities Trading, Stocks and Bonds, Variable Annuities, Unit Investment Trusts.

FDG uses a unique planning system in their planning process. This methodology is a proven model for helping people makes intelligent decisions about their money. In fact, fewer than 5,000 financial professionals are licensed to use this powerful planning process. The associates are industry leaders, with the experience and background to ensure your personal or business financial and insurance objectives are strategically and prudently managed.

The goal is to increase funds and assets while at the same time decrease income taxes and risk. They provide greater access to money while reducing some of the costs associated with having it. The Company’s planning methodology focuses on putting you in control of your financial future. They will constantly monitor, supervise, and recommend updates to your plan to ensure it changes and grows with your business.

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