Financial Designs is an independent ﬁnancial service and consulting ﬁrm, oﬀering comprehensive ﬁnancial services, tailored to ﬁt your speciﬁc life situation and objectives. Since we were founded in 1979, FDI has helped medical professionals build solid ﬁnancial futures.
Working with us is easy.
Tax and Accounting
We have consultants in four areas: insurance; wealth management and retirement planning; tax; and asset protection. All of them work together to give you a comprehensive ﬁnancial approach. Based on your individual career and ﬁnancial status, we’ll recommend which steps you should take ﬁrst to protect you from risk and create options for investment savings and insurance.
Your primary FDI consultant will coordinate with our tax, insurance, investment, and asset protection teams and provide you with periodic updates to keep your future on track.