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Financial Designs, Inc's professionals vary in specialty, but the breadth of our combined services has expanded over the years to meet the growing concerns of our clients. Click below for more information about some of our services.
To have a Financial Designs, Inc. professional contact you regarding any of our services for medical professionals, click here
Retirement Planning
 Choosing an appropriate retirement plan and staying informed of the constantly evolving tax laws** can be an arduous task. Our Retirement Services Department is devoted to monitoring the ongoing tax law changes as well as continuous product updates and advancements.
Because our firm concentrates our efforts with independent contractor physicians and physician groups, we are very familiar with the challenges and opportunities available in this environment.
**Consult your tax attorney or CPA for specific advice on legal and tax matters.
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Financial Planning*
 The Financial Designs Financial Planning and Wealth Management team will assist you in planning your overall financial position relative to your short and long-term financial goals. Utilizing the Certified Financial Planner Board of Standards six step planning process, we can assist you with financial planning concerns, such as: Estate planning and wealth transfer, retirement income planning, insurance needs analysis, and consolidated financial position reporting.
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Disability Income Insurance
Financial Designs, Inc. has access to numerous insurance companies that are recognized among the leaders in disability income insurance for physicians. Special emphasis is given to the provisions and definitions of the coverage to help ensure our clients obtain the most competitive policies available to the health professional.
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College Education Funding
Today, college savings strategies are more abundant than ever and deciding which one is best for you is no easy task. Whether your situation calls for ways to access your retirement plan or utilize the ever-changing 529 College Savings Plans, we have professionals who specialize in this area.
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Investment Strategies
 We believe that an investment policy and asset allocation strategy can be designed only after the initial financial strategy process is complete and your goals are established. We also understand that taxes represent a significant consideration for every long-term  investor and that by minimizing income taxes, investors can retain more wealth to help meet their goals. Therefore we exercise care in the appropriate placement of investments within taxable and tax-deferred accounts.
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Life Insurance
Professionals with Financial Designs assist Health Professionals in determining the amount of coverage required to help ensure that survivors are left in the same “Financial World” to which they are accustomed while the client was actively producing income. Current liabilities (e.g., mortgages, outstanding loans, etc.) and future liabilities (e.g. education for children) are considered. Our professionals will also provide you with quotes from highly competitive insurers throughout the industry offers and recommend the appropriate type of coverage for your unique situation.
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Health Insurance
A Financial Designs professional can assist you in reviewing the most competitive individual health insurance policies available in your state. Comparisons will be made on cost effective alternatives to reduce the cost of health insurance (e.g., PPO Policies, various deductibles, coinsurances, and optional benefits) and to ‘tailor’ a policy to your specifications.
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Health Savings Accounts
 Financial Designs offers access to a variety of Health Savings Accounts and Qualified Health Savings Account Health Plans. Financial Designs, one of the nations leading representatives of HSA’s, has identified the most competitive policies available to the Independent Contractor and small groups.
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