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.
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.
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.
At FDI, we strive to provide you with a hassle-free financial planning process. We encourage you to contact us directly for immediate assistance.
Looking forward to seeing you in Dallas in October! More details to come.
Client logins and resources
New Client? View your onboarding materials here.
Current Client? Access your complete financial picture here.
Current Client? Access your individual accounts and generate reports.
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