Description
Financial Design Group, Inc., located in the Puget Sound Region, was established in 1994 to help investors meet all of their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them collectively is one of the most important factors in your overall financial success. Our approach to investing can help you reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren. Our financial planning services & products include: - Financial planning overall review and strategies - Retirement Planning designs to help you meet all of your retirement goals - Estate Planning for preservation of wealth from generation to generation - Tax Strategies to help reduce your tax liabilities - Individual Stocks to provide you with added long-term potential - Individual Bonds to provide a foundation for your portfolio - Fixed Annuities for tax-deferred growth potential - Advisory Services (RIA) Registered Investment Advisory Firm (Washington State, USA) Consulting for individuals & business
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