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Building
Brighter Futures

Financial Design Group is a comprehensive independent financial services firm committed to helping our clients improve their long term financial success.

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What We Do
Forging a Path Together

 At Financial Design Group we utilize a team based approach to provide you with intelligent long term strategies. Making Informed decisions to help you minimize risk and get the most value out of your financial resources can be difficult with all of the “noise”

Retirees and Pre-Retirees

Retirees and Pre-Retirees

Are you retirement-ready? If not, now is the time to determine if you’re on a financial track to pursue your retirement goals.

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Medical Students and Professionals

Medical Students and Professionals

While in Residency and Fellowship you are facing significant milestones in your career, and is an opportune time to look at your budget, student loans, and strategies to review personalized planning recommendations for your situation for everything from insurance options to your ability to earn an income and avoid mistakes that could impact your long term financial goals.

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Individuals

Individuals

We look for strategies to make your money better fit your lifestyle goals, whatever they may be.

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Business Owners

Business Owners

Businesses are unique, and so are the financial strategy needs of their owners.

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Services
What We Offer

The world of financial services can be daunting. Even if your circumstances are relatively straightforward, there are several options to consider. Seeking professional financial advice and guidance can help minimize your risk and seek the most value out of your available finances. Our knowledgeable financial professionals will help you evaluate options in order to help you pursue your financial goals. Whatever your financial situation may be - too much or too little - our financial professionals can help.


Financial & Generational Planning

 A Comprehensive and Confidential Process to help you confidently navigate the complex financial world. After understanding your unique financial situation we will work together to develop a bespoke strategy that meets your needs and put you on a path for success. Working with a fiduciary, in advisory relationships, to help establish a “blue print” for building the retirement and financial legacy of your dreams.

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Retirement Income Strategy

You have spent your working lifetime accumulating assets to prepare for retirement, now what? How do you confidently transition to enjoy retirement without a fear of running out of money? Our planning process can help “stress test” scenarios and give you the tools to track, monitor, and constantly reoptimize to react to changes in your life, objectives, or the economic landscape.

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Estate Planning

Silence is the greatest destroyer of generational wealth. We can help you communicate with your family about your wishes. We will help coordinate the planning among your professional team (attorney, cpa, and advisors) and answer questions like: How much can I afford to gift to my family or charities while I’m alive so I can see the benefit? How do I transfer my values (and not just my wealth) to the next generation? Who will help my spouse with financial decisions?

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Insurance

When properly structured insurance can be a vital aspect of your wealth planning. Do you know what coverage you have and why? Have you audited your policies to make sure that they are set up properly? We often find well intentioned plans that are improperly established or polices that haven’t been proactively monitored to reflect changes in the products or your circumstances.

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Asset Preservation

Identifying and Mitigating risks that could erode your wealth is often overlooked, asset protection planning is part of our “winning by not losing” strategy.

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Risk Management & Mitigation

We have a saying “win by not loosing” that we apply to many aspects of our planning. Whether its an investment strategy or looking to help reduce taxes, or seeking to eliminate or mitigate risks. You work too hard to create your wealth to have it eroded by forces that can be  preserved with good planning.

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Our ToolsDon’t Panic!

Learn how to keep calm and carry on with this complimentary ebook.

About Us
A Team Working Towards Your Goals

Financial Design Group is an independent, comprehensive financial services firm committed to helping our clients improve their long-term financial accomplishments. As an independent company we offer a variety of products and services from some of the strongest and most respected companies in the industry. Financial Design Group specializes in offering comprehensive wealth management tailored to the unique needs of the individuals and businesses we serve. The firm is headquartered in Toledo, OH with additional office locations in Phoenix, AZ; Warsaw, IN, and Ft. Wright, KY.

Resources
Making Informed Decisions

Our insights are at your fingertips. Are you interested in retirement strategies, wealth management services, or other financial topics? You’re welcome to browse our learning resources and connect with a financial professional when you’re ready for critical next steps.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.
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5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.
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Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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Contact UsReady For The Next Step?

If you are ready to work together to make informed decisions and build a plan that can help provide confidence about your financial life, click here for a confidential complimentary initial conversation.

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