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.

Financial Advisors for Physicians 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.

Upcoming Events

To listen to our 2024 Year-End Tax & Investment Planning Webinar click here.

ACEP

We would love to see you in Salt Lake City, UT at the ACEP Scientific Assembly.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, Member FINRA/SIPC. Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Financial Designs Inc. are not affiliated. Cambridge does not provide tax or legal advice. Members of Financial Designs, Inc. who are also Cambridge representatives do not offer tax or legal services.

Cambridge’s Form CRS (Customer Relationship Summary)

Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration, and not all of the securities, products, and services mentioned are available in every state or jurisdiction.

Advisory services available in all 50 states upon request.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Financial Designs, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, sites, information and programs made available through this site.

Financial Designs, Inc.
11225 College Blvd., Suite 300
Overland Park, KS 66210
Toll free: 888-898-3627 (voice call only)
Local: 913-451-4747 (voice call only)
Fax: 913-451-8191
Contact us today

Financial Designs Inc.