Financial Designs

Financial Designs Ltd. (FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies. We bring a high level of experience and a collaborative team approach to meeting clients' needs, many of whom we've served since our founding more than 50 years ago. We utilize our experience to navigate the ever-changing tax and regulatory environment, while helping deliver innovative, cost-effective financial solutions to our clients. As a leading Member Firm of M Financial Group, we offer institutionally priced insurance products that are unavailable through the traditional retail or brokerage channel. Financial Designs' spirit of giving back to the community is shown by annually supporting more than 50 charitable organizations. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc., nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Financial Designs Ltd. is independently owned and operated. CA Insurance License #0L28049