An Educated Approach

Calculators

You can review interesting calculators on our site.

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Welcome to Design Financial

Welcome! At Design Financial our mission is “to provide our clients with reliable advice and access to a broad range of solutions to fit their unique financial situation.”

Our vision combines this mission with outstanding customer service to provide our clients an outstanding experience.

Respect, Honesty and Integrity

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams, your goals, your timeline, and understand your tolerance for risk. Let us Design a custom set of solutions for you. Contact us today for your no obligation consultation.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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