About Us

Financial Designs is dedicated to helping build solid futures for clients. For more than 40 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.

Top Financial Advisors For Physicians & Medical Professionals Since 1979.

We focus on tomorrow so you can focus on today.

Our Promise

At FDI, we strive to provide you with a hassle-free financial planning process. We encourage you to contact us directly for immediate assistance.

COVID Update

Most events this fall are cancelled due to COVID. We are participating virtually where possible. Stay tuned!

Upcoming Events

Stay tuned for details on our next webinar. For our webinar archive, click here. 

Client logins and resources

Client Connect

New Client? View your onboarding materials here.

Client Portal

Current Client? Access your complete financial picture here.

CIR Statements

Current Client? Access your individual accounts and generate reports.

 

Do you want our latest tips and best practices?

Sign up to receive details on monthly webinars and new blog posts.

 

Sign Up

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